SAI
GUNR icon

Savvy Advisors Inc’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Savvy Advisors Inc’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 		$225K Buy
4,566
+29
+0.6% +$1.56K ﹤0.01% 1129
2026
Q1 		$250K Sell
4,537
-41
-0.9% -$2.14K 0.01% 958
2025
Q4 		$210K Buy
+4,578
New +$203K 0.01% 936
2024
Q2 		– Sell
-5,929
Closed -$244K – 306
2024
Q1 		$244K Sell
5,929
-886
-13% -$34.7K 0.14% 186
2023
Q4 		$279K Buy
+6,815
New +$271K 0.27% 118

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

Savvy Advisors Inc's GUNR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.64% in Q2 2026, buying an estimated $1.56K and bringing the position to 4,566 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Savvy Advisors Inc first reported a position in GUNR in Q4 2023 and has held it in 5 quarters since. The position peaked at $279K in Q4 2023. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Savvy Advisors Inc held 4,566 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $225K as of Q2 2026.
  • Savvy Advisors Inc bought 29 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $1.56K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1129 holding.
  • Savvy Advisors Inc first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $279K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.