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

Lido 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
2025
Q1 		– Sell
-16,412
Closed -$597K – 1561
2024
Q4 		$597K Sell
16,412
-5,157
-24% -$203K ﹤0.01% 947
2024
Q3 		$890K Sell
21,569
-26,213
-55% -$1.05M ﹤0.01% 755
2024
Q2 		$1.92M Buy
47,782
+11,106
+30% +$462K 0.01% 462
2024
Q1 		$1.51M Buy
+36,676
New +$1.44M 0.01% 511

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Lido Advisors's GUNR Position: Q1 2025 in Review

Lido Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 16,412 shares — an estimated $597K sold.

Lido Advisors first reported a position in GUNR in Q1 2024 and held it in 4 quarters. The position peaked at $1.92M in Q2 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Lido Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 16,412 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $597K.
  • Lido Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2024 and held it in 4 quarters.
  • Lido Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.92M in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.