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Trifecta Capital Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Trifecta Capital Advisors’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
2024
Q4 		– Sell
-1,200
Closed -$49.5K – 413
2024
Q3 		$49.5K Hold
1,200
– – 0.01% 143
2024
Q2 		$48.2K Buy
+1,200
New +$50K 0.01% 145

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Trifecta Capital Advisors's GUNR Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2024, closing a stake of 1,200 shares — an estimated $49.5K sold.

Trifecta Capital Advisors first reported a position in GUNR in Q2 2024 and held it in 2 quarters. The position peaked at $49.5K in Q3 2024. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,200 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2024, an estimated $49.5K.
  • Trifecta Capital Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2024 and held it in 2 quarters.
  • Trifecta Capital Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $49.5K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.