Financial Gravity Companies’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Financial Gravity Companies’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
2025 Q2	$9.51K	Buy	+237	New	+$9.15K	﹤0.01%	595
2024 Q4	$8.62K	Buy	+237	New	+$9.35K	﹤0.01%	592

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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 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

Financial Gravity Companies's GUNR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2025: 237 shares worth $9.51K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GUNR as recently as Q4 2024.

Financial Gravity Companies first reported a position in GUNR in Q4 2024 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

Financial Gravity Companies held 237 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $9.51K as of Q2 2025.
Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Financial Gravity Companies position in Q2 2025.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #595 holding.
Financial Gravity Companies first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 2 quarters since.
268 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.