Principia Wealth Advisory’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Principia Wealth Advisory’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	$2.96K	Sell	60 -230	-79%	-$12.4K	﹤0.01%	489
2026 Q1	$16K	Sell	290 -457	-61%	-$23.8K	0.01%	175
2025 Q4	$34.3K	Sell	747 -940	-56%	-$41.7K	0.02%	135
2025 Q3	$73.8K	Sell	1,687 -2,193	-57%	-$92K	0.05%	106
2025 Q2	$156K	Sell	3,880 -702	-15%	-$27.1K	0.13%	72
2025 Q1	$165K	Sell	4,582 -2,301	-33%	-$87.8K	0.16%	56
2024 Q4	$250K	Buy	+6,883	New	+$271K	0.23%	41

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

Principia Wealth Advisory's GUNR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 79% in Q2 2026, selling an estimated $12.4K and leaving 60 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Principia Wealth Advisory first reported a position in GUNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2024. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Principia Wealth Advisory held 60 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $2.96K as of Q2 2026.
Principia Wealth Advisory sold 230 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $12.4K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #489 holding.
Principia Wealth Advisory first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $250K in Q4 2024.
318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.