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

Purkiss Capital Advisors’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 		$2.3M Sell
46,700
-1,280
-3% -$68.9K 0.88% 31
2026
Q1 		$2.65M Sell
47,980
-500
-1% -$26.1K 1.16% 19
2025
Q4 		$2.22M Sell
48,480
-3,410
-7% -$151K 1.04% 23
2025
Q3 		$2.27M Sell
51,890
-225
-0.4% -$9.44K 1.09% 20
2025
Q2 		$2.09M Hold
52,115
– – 1.16% 16
2025
Q1 		$2.02M Hold
52,115
– – 1.53% 10
2024
Q4 		$1.89M Buy
+52,115
New +$2.06M 1.64% 11

Other funds holding GUNR

Northern Trust
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
VA
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
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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Purkiss Capital Advisors's GUNR Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 2.7% in Q2 2026, selling an estimated $68.9K and leaving 46,700 shares worth $2.3M. The position accounts for 0.88% of the portfolio, ranked #31.

Purkiss Capital Advisors first reported a position in GUNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Purkiss Capital Advisors held 46,700 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $2.3M as of Q2 2026.
  • Purkiss Capital Advisors sold 1,280 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $68.9K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.88% of Purkiss Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Purkiss Capital Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.65M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.