Madison Wealth Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Madison Wealth Partners’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	$277K	Sell	5,619 -584	-9%	-$31.4K	0.04%	221
2026 Q1	$342K	Buy	6,203 +21	+0.3%	+$1.1K	0.05%	151
2025 Q4	$283K	Sell	6,182 -572	-8%	-$25.4K	0.05%	153
2025 Q3	$296K	Sell	6,754 -241	-3%	-$10.1K	0.06%	126
2025 Q2	$281K	Buy	6,995 +55	+0.8%	+$2.12K	0.06%	131
2025 Q1	$269K	Sell	6,940 -3,106	-31%	-$119K	0.07%	123
2024 Q4	$365K	Sell	10,046 -517	-5%	-$20.4K	0.1%	98
2024 Q3	$436K	Buy	+10,563	New	+$424K	0.13%	83

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

Madison Wealth Partners's GUNR Position: Q2 2026 in Review

Madison Wealth Partners reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 9.4% in Q2 2026, selling an estimated $31.4K and leaving 5,619 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #221.

Madison Wealth Partners first reported a position in GUNR in Q3 2024 and has held it in 8 quarters since. The position peaked at $436K in Q3 2024. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Madison Wealth Partners held 5,619 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $277K as of Q2 2026.
Madison Wealth Partners sold 584 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $31.4K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #221 holding.
Madison Wealth Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2024 and has held it in 8 quarters since.
Madison Wealth Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $436K in Q3 2024.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.