Tradewinds Capital Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Tradewinds Capital Management’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
2025 Q1	–	Sell	-132	Closed	-$4.8K	–	695
2024 Q4	$4.8K	Buy	+132	New	+$5.21K	﹤0.01%	433
2015 Q3	–	Sell	-300	Closed	-$9K	–	665
2015 Q2	$9K	Hold	300	–	–	0.01%	419
2015 Q1	$9K	Hold	300	–	–	0.01%	384
2014 Q4	$9K	Buy	+300	New	+$9.76K	0.01%	392

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Tradewinds Capital Management's GUNR Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 132 shares — an estimated $4.8K sold.

Tradewinds Capital Management first reported a position in GUNR in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

Tradewinds Capital Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Tradewinds Capital Management sold 132 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $4.8K.
Tradewinds Capital Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2014 and held it in 4 quarters.
Tradewinds Capital Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $9K in Q2 2015.
262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.