Cornerstone Planning Group’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Cornerstone Planning 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	$11.5K	Sell	218 -1	-0.5%	-$54	﹤0.01%	850
2026 Q1	$12K	Buy	219 +146	+200%	+$7.62K	﹤0.01%	843
2025 Q4	$3.83K	Hold	73	–	–	﹤0.01%	1045
2025 Q3	$3.17K	Buy	73 +45	+161%	+$1.89K	﹤0.01%	1063
2025 Q2	$1.13K	Buy	28 +1	+4%	+$39	﹤0.01%	1086
2025 Q1	$1.03K	Sell	27 -48	-64%	-$1.83K	﹤0.01%	1125
2024 Q4	$2.87K	Hold	75	–	–	﹤0.01%	700
2024 Q3	$2.99K	Buy	75 +1	+1%	+$40	﹤0.01%	686
2024 Q2	$2.85K	Buy	+74	New	+$3.08K	﹤0.01%	691
2022 Q4	$2.06K	Buy	+45	New	+$1.91K	﹤0.01%	1173

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

Cornerstone Planning Group's GUNR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.46% in Q2 2026, selling an estimated $54 and leaving 218 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Cornerstone Planning Group first reported a position in GUNR in Q4 2022 and has held it in 10 quarters since. The position peaked at $12K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Cornerstone Planning Group held 218 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $11.5K as of Q2 2026.
Cornerstone Planning Group sold 1 Northern Trust Morningstar Global Upstream Natural Resources ETF share in Q2 2026, an estimated $54.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #850 holding.
Cornerstone Planning Group first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $12K in Q1 2026.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.