CWM
MGNR icon

Circle Wealth Management’s American Beacon GLG Natural Resources ETF MGNR Stock Holding History

Circle Wealth Management’s Portfolio MGNR Stock Details MGNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
32,633
+16,962
+108% +$896K 0.02% 116
2026
Q1 		$808K Buy
+15,671
New +$787K 0.01% 163

Other funds holding MGNR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SMC
Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Circle Wealth Management's MGNR Position: Q2 2026 in Review

Circle Wealth Management increased its American Beacon GLG Natural Resources ETF (MGNR) stake by 108% in Q2 2026, buying an estimated $896K and bringing the position to 32,633 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #116.

Circle Wealth Management first reported a position in MGNR in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold MGNR as of Q2 2026.

  • Circle Wealth Management held 32,633 shares of American Beacon GLG Natural Resources ETF worth $1.58M as of Q2 2026.
  • Circle Wealth Management bought 16,962 American Beacon GLG Natural Resources ETF shares in Q2 2026, an estimated $896K.
  • American Beacon GLG Natural Resources ETF made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Circle Wealth Management first reported a position in American Beacon GLG Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held American Beacon GLG Natural Resources ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.