Chicago Partners Investment Group’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Chicago Partners Investment Group’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$545K	Buy	10,383 +481	+5%	+$25.9K	0.01%	944
2026 Q1	$543K	Hold	9,902	–	–	0.01%	839
2025 Q4	$504K	Hold	9,902	–	–	0.01%	758
2025 Q3	$434K	Buy	9,902 +4,480	+83%	+$188K	0.01%	777
2025 Q2	$227K	Hold	5,422	–	–	0.01%	983
2025 Q1	$206K	Sell	5,422 -279	-5%	-$10.6K	0.01%	859
2024 Q4	$210K	Buy	5,701 +279	+5%	+$11K	0.01%	804
2024 Q3	$220K	Hold	5,422	–	–	0.01%	726
2024 Q2	$219K	Hold	5,422	–	–	0.01%	696
2024 Q1	$225K	Sell	5,422 -54	-1%	-$2.11K	0.01%	665
2023 Q4	$209K	Buy	5,476 +54	+1%	+$2.15K	0.01%	645
2023 Q3	$211K	Hold	5,422	–	–	0.01%	595
2023 Q2	$224K	Hold	5,422	–	–	0.01%	604
2023 Q1	$233K	Hold	5,422	–	–	0.01%	577
2022 Q4	$243K	Hold	5,422	–	–	0.01%	537
2022 Q3	$231K	Hold	5,422	–	–	0.02%	501
2022 Q2	$223K	Hold	5,422	–	–	0.02%	516
2022 Q1	$241K	Sell	5,422 -279	-5%	-$12.1K	0.02%	465
2021 Q4	$249K	Hold	5,701	–	–	0.02%	476
2021 Q3	$224K	Hold	5,701	–	–	0.02%	516
2021 Q2	$214K	Buy	+5,701	New	+$221K	0.02%	491
2019 Q1	–	Sell	-25,682	Closed	-$796K	–	332
2018 Q4	$796K	Sell	25,682 -621	-2%	-$19.5K	0.12%	150
2018 Q3	$808K	Sell	26,303 -290	-1%	-$9.66K	0.12%	136
2018 Q2	$901K	Hold	26,593	–	–	0.14%	117
2018 Q1	$866K	Hold	26,593	–	–	0.15%	104
2017 Q4	$885K	Hold	26,593	–	–	0.14%	111
2017 Q3	$828K	Sell	26,593 -21,183	-44%	-$640K	0.14%	111
2017 Q2	$1.37M	Buy	47,776 +45,071	+1,666%	+$1.31M	0.36%	58
2017 Q1	$80K	Hold	2,705	–	–	0.02%	272
2016 Q4	$78K	Hold	2,705	–	–	0.03%	251
2016 Q3	$74K	Hold	2,705	–	–	0.03%	258
2016 Q2	$71K	Hold	2,705	–	–	0.03%	217
2016 Q1	$65K	Hold	2,705	–	–	0.03%	210
2015 Q4	$60K	Hold	2,705	–	–	0.03%	270
2015 Q3	$64K	Buy	+2,705	New	+$71.3K	0.04%	213

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Chicago Partners Investment Group's GUNR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 4.9% in Q2 2026, buying an estimated $25.9K and bringing the position to 10,383 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #944.

Chicago Partners Investment Group first reported a position in GUNR in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.37M in Q2 2017. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Chicago Partners Investment Group held 10,383 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $545K as of Q2 2026.
Chicago Partners Investment Group bought 481 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $25.9K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #944 holding.
Chicago Partners Investment Group first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2015 and has held it in 35 quarters since.
Chicago Partners Investment Group's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.37M in Q2 2017.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.