Concurrent Investment Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Concurrent Investment 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
2026 Q1	–	Sell	-23,814	Closed	-$1.09M	–	1976
2025 Q4	$1.09M	Buy	23,814 +864	+4%	+$38.3K	0.01%	784
2025 Q3	$1M	Sell	22,950 -1	-0%	-$42	0.02%	654
2025 Q2	$921K	Buy	22,951 +3,034	+15%	+$117K	0.02%	621
2025 Q1	$773K	Buy	+19,917	New	+$760K	0.02%	616

Other funds holding GUNR

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

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

CFFNO

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Concurrent Investment Advisors's GUNR Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2026, closing a stake of 23,814 shares — an estimated $1.09M sold.

Concurrent Investment Advisors first reported a position in GUNR in Q1 2025 and held it in 4 quarters. The position peaked at $1.09M in Q4 2025. 298 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Concurrent Investment Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 23,814 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2026, an estimated $1.09M.
Concurrent Investment Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2025 and held it in 4 quarters.
Concurrent Investment Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.09M in Q4 2025.
298 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.