Principia Wealth Advisory’s American Beacon GLG Natural Resources ETF MGNR Stock Holding History

Principia Wealth Advisory’s Portfolio MGNR Stock Details MGNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$263K	Sell	5,971 -24	-0.4%	-$1.01K	0.16%	67
2025 Q3	$242K	Buy	5,995 +594	+11%	+$21.1K	0.17%	67
2025 Q2	$179K	Buy	5,401 +1,139	+27%	+$34.9K	0.15%	64
2025 Q1	$120K	Buy	+4,262	New	+$132K	0.11%	64

Other funds holding MGNR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return

Principia Wealth Advisory's MGNR Position: Q4 2025 in Review

Principia Wealth Advisory reduced its American Beacon GLG Natural Resources ETF (MGNR) stake by 0.4% in Q4 2025, selling an estimated $1.01K and leaving 5,971 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #67.

Principia Wealth Advisory first reported a position in MGNR in Q1 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold MGNR as of Q4 2025.

Principia Wealth Advisory held 5,971 shares of American Beacon GLG Natural Resources ETF worth $263K as of Q4 2025.
Principia Wealth Advisory sold 24 American Beacon GLG Natural Resources ETF shares in Q4 2025, an estimated $1.01K.
American Beacon GLG Natural Resources ETF made up 0.16% of Principia Wealth Advisory's portfolio in Q4 2025, its #67 holding.
Principia Wealth Advisory first reported a position in American Beacon GLG Natural Resources ETF in Q1 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held American Beacon GLG Natural Resources ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.