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Fortis Group Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Fortis Group 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
Q2 		$9.07K Hold
184
– – ﹤0.01% 397
2026
Q1 		$10.1K Hold
184
– – ﹤0.01% 381
2025
Q4 		$8.44K Hold
184
– – ﹤0.01% 393
2025
Q3 		$8.06K Hold
184
– – ﹤0.01% 359
2025
Q2 		$7.38K Hold
184
– – ﹤0.01% 352
2025
Q1 		$7.14K Hold
184
– – ﹤0.01% 322
2024
Q4 		$6.69K Hold
184
– – ﹤0.01% 337
2024
Q3 		$7.59K Hold
184
– – ﹤0.01% 323
2024
Q2 		$7.39K Hold
184
– – ﹤0.01% 318
2024
Q1 		$7.56K Sell
184
-184
-50% -$7.2K ﹤0.01% 336
2023
Q4 		$15.1K Buy
368
+184
+100% +$7.32K ﹤0.01% 258
2023
Q3 		$7.44K Buy
+184
New +$7.54K ﹤0.01% 251
2020
Q3 		$5K Buy
+184
New +$5.36K ﹤0.01% 335

Other funds holding GUNR

Northern Trust
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
VA
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
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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Fortis Group Advisors's GUNR Position: Q2 2026 in Review

Fortis Group Advisors held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 184 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Fortis Group Advisors first reported a position in GUNR in Q3 2020 and has held it in 13 quarters since. The position peaked at $15.1K in Q4 2023. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Fortis Group Advisors held 184 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $9.07K as of Q2 2026.
  • Fortis Group Advisors 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 Fortis Group Advisors's portfolio in Q2 2026, its #397 holding.
  • Fortis Group Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $15.1K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.