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Steward Partners Investment Advisory’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Steward Partners Investment Advisory’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 		$26.5K Buy
538
+188
+54% +$10.1K ﹤0.01% 3283
2026
Q1 		$19.3K Hold
350
– – ﹤0.01% 3248
2025
Q4 		$16K Hold
350
– – ﹤0.01% 3228
2025
Q3 		$15.3K Hold
350
– – ﹤0.01% 3200
2025
Q2 		$14K Hold
350
– – ﹤0.01% 3055
2025
Q1 		$13.6K Hold
350
– – ﹤0.01% 2964
2024
Q4 		$12.7K Hold
350
– – ﹤0.01% 2996
2024
Q3 		$14.4K Hold
350
– – ﹤0.01% 2799
2024
Q2 		$14K Hold
350
– – ﹤0.01% 2662
2024
Q1 		$14.4K Sell
350
-246
-41% -$9.63K ﹤0.01% 2655
2023
Q4 		$24.4K Sell
596
-300
-33% -$11.9K ﹤0.01% 2311
2023
Q3 		$36.2K Sell
896
-654
-42% -$26.8K ﹤0.01% 2056
2023
Q2 		$62.1K Sell
1,550
-995
-39% -$41.1K ﹤0.01% 1791
2023
Q1 		$108K Buy
2,545
+1,370
+117% +$59.7K ﹤0.01% 1558
2022
Q4 		$51.1K Buy
1,175
+525
+81% +$22.3K ﹤0.01% 1830
2022
Q3 		$24K Hold
650
– – ﹤0.01% 2139
2022
Q2 		$26K Hold
650
– – ﹤0.01% 2111
2022
Q1 		$30K Buy
650
+300
+86% +$13.1K ﹤0.01% 2171
2021
Q4 		$14K Hold
350
– – ﹤0.01% 2469
2021
Q3 		$13K Buy
+350
New +$13K ﹤0.01% 2504
2019
Q4 		– Sell
-308
Closed -$9K – 2649
2019
Q3 		$9K Buy
+308
New +$9.76K ﹤0.01% 2037

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

Steward Partners Investment Advisory's GUNR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 54% in Q2 2026, buying an estimated $10.1K and bringing the position to 538 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Steward Partners Investment Advisory first reported a position in GUNR in Q3 2019 and has held it in 21 quarters since. The position peaked at $108K in Q1 2023. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Steward Partners Investment Advisory held 538 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $26.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 188 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $10.1K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3283 holding.
  • Steward Partners Investment Advisory first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2019 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $108K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.