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Lindbrook Capital’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Lindbrook Capital’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 		$14K Hold
360
– – ﹤0.01% 1516
2024
Q4 		$13.1K Buy
+360
New +$14.2K ﹤0.01% 1506
2024
Q2 		– Sell
-425
Closed -$17.5K – 2792
2024
Q1 		$17.5K Buy
+425
New +$16.6K ﹤0.01% 1281
2023
Q3 		– Sell
-295
Closed -$11.8K – 2744
2023
Q2 		$11.8K Hold
295
– – ﹤0.01% 1367
2023
Q1 		$12.5K Buy
+295
New +$12.9K ﹤0.01% 1312

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

Lindbrook Capital's GUNR Position: Q1 2025 in Review

Lindbrook Capital held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q1 2025 at 360 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Lindbrook Capital first reported a position in GUNR in Q1 2023 and has held it in 5 quarters since. The position peaked at $17.5K in Q1 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Lindbrook Capital held 360 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $14K as of Q1 2025.
  • Lindbrook Capital left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q1 2025.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1516 holding.
  • Lindbrook Capital first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and has held it in 5 quarters since.
  • Lindbrook Capital's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $17.5K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.