Clear Point Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Clear Point Advisors’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
2024 Q4	–	Sell	-317	Closed	-$13.1K	–	287
2024 Q3	$13.1K	Buy	317 +3	+1%	+$120	0.01%	311
2024 Q2	$12.6K	Buy	314 +3	+1%	+$125	0.01%	305
2024 Q1	$12.8K	Buy	311 +1	+0.3%	+$39	0.01%	311
2023 Q4	$12.7K	Buy	+310	New	+$12.3K	0.01%	298

Other funds holding GUNR

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

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

MWP

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

COI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIB

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

Clear Point Advisors's GUNR Position: Q4 2024 in Review

Clear Point Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2024, closing a stake of 317 shares — an estimated $13.1K sold.

Clear Point Advisors first reported a position in GUNR in Q4 2023 and held it in 4 quarters. The position peaked at $13.1K in Q3 2024. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

Clear Point Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 317 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2024, an estimated $13.1K.
Clear Point Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $13.1K in Q3 2024.
290 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.