Sigma Planning Corp’s FlexShares Global Upstream Natural Resources Index Fund 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 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%	-$4.91K	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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Sigma Planning Corp's GUNR Position: Q1 2026 in Review

Sigma Planning Corp increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.2% in Q1 2026, buying an estimated $730 and bringing the position to 7,179 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #941.

Sigma Planning Corp first reported a position in GUNR in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2023. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Sigma Planning Corp held 7,179 shares of FlexShares Global Upstream Natural Resources Index Fund worth $396K as of Q1 2026.
Sigma Planning Corp bought 14 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $730.
FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #941 holding.
Sigma Planning Corp first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2019 and has held it in 22 quarters since.
Sigma Planning Corp's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.05M in Q1 2023.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.