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RGT Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

RGT Wealth 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
2022
Q3 		$171K Buy
+4,560
New +$183K 0.03% 75

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

RGT Wealth Advisors's GUNR Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2022: 4,560 shares worth $171K. The stake represents 0.03% of the portfolio and ranks #75 among its holdings.

270 funds tracked by Wall St. Rank hold GUNR as of Q3 2022.

  • RGT Wealth Advisors held 4,560 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $171K as of Q3 2022.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new RGT Wealth Advisors position in Q3 2022.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.03% of RGT Wealth Advisors's portfolio in Q3 2022, its #75 holding.
  • 270 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.