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

Prelude Capital Management’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	–	Sell	-19,320	Closed	-$750K	–	1136
2025 Q1	$750K	Buy	+19,320	New	+$737K	0.06%	384
2023 Q4	–	Sell	-5,640	Closed	-$228K	–	1210
2023 Q3	$228K	Sell	5,640 -2,080	-27%	-$85.3K	0.01%	829
2023 Q2	$309K	Buy	7,720 +810	+12%	+$33.4K	0.02%	630
2023 Q1	$292K	Buy	+6,910	New	+$301K	0.02%	654

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

Prelude Capital Management's GUNR Position: Q2 2025 in Review

Prelude Capital Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2025, closing a stake of 19,320 shares — an estimated $750K sold.

Prelude Capital Management first reported a position in GUNR in Q1 2023 and held it in 4 quarters. The position peaked at $750K in Q1 2025. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

Prelude Capital Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 19,320 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2025, an estimated $750K.
Prelude Capital Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 4 quarters.
Prelude Capital Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $750K in Q1 2025.
268 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.