Creative Financial Designs’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Creative Financial Designs’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	$7K	Hold	142	–	–	﹤0.01%	1616
2026 Q1	$7.83K	Buy	142 +128	+914%	+$6.68K	﹤0.01%	1476
2025 Q4	$642	Buy	14 +7	+100%	+$311	﹤0.01%	1881
2025 Q3	$306	Hold	7	–	–	﹤0.01%	1952
2025 Q2	$281	Buy	+7	New	+$270	﹤0.01%	1922
2018 Q1	–	Sell	-287	Closed	-$10K	–	722
2017 Q4	$10K	Buy	+287	New	+$9.15K	0.01%	406

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

Creative Financial Designs's GUNR Position: Q2 2026 in Review

Creative Financial Designs held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 142 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Creative Financial Designs first reported a position in GUNR in Q4 2017 and has held it in 6 quarters since. The position peaked at $10K in Q4 2017. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Creative Financial Designs held 142 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $7K as of Q2 2026.
Creative Financial Designs left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2026.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1616 holding.
Creative Financial Designs first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2017 and has held it in 6 quarters since.
Creative Financial Designs's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $10K in Q4 2017.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.