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

Creative Planning’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	$2.24M	Buy	45,404 +3,087	+7%	+$166K	﹤0.01%	1998
2026 Q1	$2.33M	Buy	42,317 +1,242	+3%	+$64.8K	﹤0.01%	1779
2025 Q4	$1.88M	Buy	41,075 +8,636	+27%	+$383K	﹤0.01%	1767
2025 Q3	$1.42M	Buy	32,439 +302	+0.9%	+$12.7K	﹤0.01%	1812
2025 Q2	$1.29M	Buy	32,137 +12,310	+62%	+$475K	﹤0.01%	1650
2025 Q1	$770K	Sell	19,827 -5,536	-22%	-$211K	﹤0.01%	1936
2024 Q4	$922K	Buy	25,363 +6,154	+32%	+$243K	﹤0.01%	1699
2024 Q3	$792K	Buy	19,209 +1,492	+8%	+$59.9K	﹤0.01%	1707
2024 Q2	$711K	Buy	17,717 +2,293	+15%	+$95.5K	﹤0.01%	1657
2024 Q1	$633K	Buy	15,424 +527	+4%	+$20.6K	﹤0.01%	1682
2023 Q4	$610K	Buy	14,897 +281	+2%	+$11.2K	﹤0.01%	1564
2023 Q3	$591K	Sell	14,616 -816	-5%	-$33.5K	﹤0.01%	1453
2023 Q2	$618K	Buy	15,432 +466	+3%	+$19.2K	﹤0.01%	1419
2023 Q1	$633K	Buy	14,966 +1,107	+8%	+$48.3K	﹤0.01%	1332
2022 Q4	$602K	Buy	13,859 +34	+0.2%	+$1.44K	﹤0.01%	1324
2022 Q3	$520K	Sell	13,825 -1,099	-7%	-$44.2K	﹤0.01%	1313
2022 Q2	$592K	Sell	14,924 -426	-3%	-$19.2K	﹤0.01%	1224
2022 Q1	$719K	Sell	15,350 -1,317	-8%	-$57.3K	﹤0.01%	1143
2021 Q4	$658K	Buy	16,667 +950	+6%	+$36.7K	﹤0.01%	1158
2021 Q3	$575K	Sell	15,717 -651	-4%	-$24.3K	﹤0.01%	1218
2021 Q2	$627K	Buy	16,368 +95	+0.6%	+$3.67K	﹤0.01%	1155
2021 Q1	$589K	Buy	16,273 +632	+4%	+$22.5K	﹤0.01%	1320
2020 Q4	$509K	Buy	+15,641	New	+$471K	﹤0.01%	1295
2020 Q1	–	Sell	-9,363	Closed	-$314K	–	1963
2019 Q4	$314K	Sell	9,363 -6,018	-39%	-$192K	﹤0.01%	1378
2019 Q3	$479K	Sell	15,381 -5,412	-26%	-$171K	﹤0.01%	1087
2019 Q2	$686K	Buy	20,793 +9,644	+87%	+$312K	﹤0.01%	915
2019 Q1	$365K	Sell	11,149 -3,258	-23%	-$104K	﹤0.01%	1215
2018 Q4	$422K	Buy	14,407 +100	+0.7%	+$3.14K	﹤0.01%	1047
2018 Q3	$484K	Sell	14,307 -22,381	-61%	-$746K	﹤0.01%	1094
2018 Q2	$1.24M	Buy	36,688 +28,200	+332%	+$963K	﹤0.01%	632
2018 Q1	$277K	Sell	8,488 -2,371	-22%	-$79.5K	﹤0.01%	1389
2017 Q4	$361K	Buy	10,859 +4,248	+64%	+$135K	﹤0.01%	1261
2017 Q3	$206K	Buy	6,611 +3,710	+128%	+$112K	﹤0.01%	1586
2017 Q2	$83K	Buy	2,901 +1,921	+196%	+$55.9K	﹤0.01%	2128
2017 Q1	$29K	Buy	980 +855	+684%	+$25.4K	﹤0.01%	2861
2016 Q4	$4K	Sell	125 -300	-71%	-$8.39K	﹤0.01%	4048
2016 Q3	$12K	Buy	425 +125	+42%	+$3.39K	﹤0.01%	3394
2016 Q2	$8K	Sell	300 -1,033	-77%	-$26.4K	﹤0.01%	3384
2016 Q1	$32K	Buy	1,333 +1,033	+344%	+$22.9K	﹤0.01%	2412
2015 Q4	$7K	Hold	300	–	–	﹤0.01%	3508
2015 Q3	$7K	Buy	+300	New	+$7.91K	﹤0.01%	3431
2015 Q1	–	Sell	-2,473	Closed	-$76K	–	4293
2014 Q4	$76K	Sell	2,473 -3,000	-55%	-$97.6K	﹤0.01%	1710
2014 Q3	$188K	Sell	5,473 -1,327	-20%	-$48.9K	﹤0.01%	1090
2014 Q2	$254K	Buy	+6,800	New	+$245K	﹤0.01%	922

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 Planning's GUNR Position: Q2 2026 in Review

Creative Planning increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 7.3% in Q2 2026, buying an estimated $166K and bringing the position to 45,404 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Creative Planning first reported a position in GUNR in Q2 2014 and has held it in 44 quarters since. The position peaked at $2.33M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Creative Planning held 45,404 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $2.24M as of Q2 2026.
Creative Planning bought 3,087 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $166K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1998 holding.
Creative Planning first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2014 and has held it in 44 quarters since.
Creative Planning's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.33M 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.