Clune & Associates’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Clune & Associates’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 Q3	$1.09M	Buy	20,683 +44	+0.2%	+$2.36K	0.17%	78
2026 Q2	$1.02M	Buy	20,639 +71	+0.3%	+$3.82K	0.15%	80
2026 Q1	$1.13M	Sell	20,568 -1,319	-6%	-$68.8K	0.21%	81
2025 Q4	$1M	Buy	21,887 +3,260	+18%	+$145K	0.22%	92
2025 Q3	$816K	Buy	18,627 +608	+3%	+$25.5K	0.2%	93
2025 Q2	$723K	Buy	18,019 +325	+2%	+$12.5K	0.2%	93
2025 Q1	$687K	Buy	17,694 +135	+0.8%	+$5.15K	0.21%	88
2024 Q4	$638K	Buy	+17,559	New	+$693K	0.21%	90

Other funds holding GUNR

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clune & Associates's GUNR Position: Q3 2026 in Review

Clune & Associates increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.21% in Q3 2026, buying an estimated $2.36K and bringing the position to 20,683 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #78.

Clune & Associates first reported a position in GUNR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2026. 15 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

Clune & Associates held 20,683 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $1.09M as of Q3 2026.
Clune & Associates bought 44 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2026, an estimated $2.36K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.17% of Clune & Associates's portfolio in Q3 2026, its #78 holding.
Clune & Associates first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.13M in Q1 2026.
15 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.