Sigma Planning Corp’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Sigma Planning Corp’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 Q3	$300K	Sell	6,304 -807	-11%	-$43.3K	0.01%	1059
2026 Q2	$350K	Sell	7,111 -68	-0.9%	-$3.66K	0.01%	1069
2026 Q1	$396K	Buy	7,179 +14	+0.2%	+$730	0.01%	941
2025 Q4	$329K	Buy	7,165 +836	+13%	+$37.1K	0.01%	980
2025 Q3	$277K	Buy	6,329 +39	+0.6%	+$1.64K	0.01%	1060
2025 Q2	$252K	Sell	6,290 -805	-11%	-$31.1K	0.01%	1065
2025 Q1	$275K	Buy	+7,095	New	+$271K	0.01%	978
2023 Q4	–	Sell	-5,010	Closed	-$203K	–	986
2023 Q3	$203K	Sell	5,010 -16,221	-76%	-$665K	0.01%	1085
2023 Q2	$851K	Sell	21,231 -3,584	-14%	-$148K	0.03%	529
2023 Q1	$1.05M	Buy	24,815 +842	+4%	+$36.7K	0.03%	494
2022 Q4	$1.04M	Buy	23,973 +8,685	+57%	+$368K	0.04%	465
2022 Q3	$575K	Sell	15,288 -122	-0.8%	-$4.9K	0.02%	681
2022 Q2	$611K	Buy	15,410 +11,096	+257%	+$501K	0.02%	678
2022 Q1	$202K	Buy	+4,314	New	+$188K	0.01%	1259
2021 Q3	–	Sell	-6,338	Closed	-$243K	–	1431
2021 Q2	$243K	Buy	6,338 +2	+0%	+$77	0.01%	1193
2021 Q1	$229K	Sell	6,336 -8,957	-59%	-$319K	0.01%	1131
2020 Q4	$498K	Sell	15,293 -10,178	-40%	-$306K	0.02%	698
2020 Q3	$707K	Sell	25,471 -326	-1%	-$9.5K	0.03%	495
2020 Q2	$713K	Sell	25,797 -2,276	-8%	-$59.7K	0.03%	479
2020 Q1	$633K	Sell	28,073 -1,043	-4%	-$30.2K	0.04%	420
2019 Q4	$976K	Buy	29,116 +8,543	+42%	+$272K	0.04%	414
2019 Q3	$641K	Buy	20,573 +4,270	+26%	+$135K	0.03%	492
2019 Q2	$538K	Buy	16,303 +3,205	+24%	+$104K	0.03%	526
2019 Q1	$429K	Buy	+13,098	New	+$418K	0.02%	558

Other funds holding GUNR

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sigma Planning Corp's GUNR Position: Q3 2026 in Review

Sigma Planning Corp reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 11% in Q3 2026, selling an estimated $43.3K and leaving 6,304 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1059.

Sigma Planning Corp first reported a position in GUNR in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.05M in Q1 2023. 81 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

Sigma Planning Corp held 6,304 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $300K as of Q3 2026.
Sigma Planning Corp sold 807 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2026, an estimated $43.3K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1059 holding.
Sigma Planning Corp first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2019 and has held it in 24 quarters since.
Sigma Planning Corp's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.05M in Q1 2023.
81 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.