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Valeo Financial Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Valeo Financial 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
2026
Q2 		$2.01M Buy
+40,828
New +$2.2M 0.04% 178

Other funds holding GUNR

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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Valeo Financial Advisors's GUNR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2026: 40,828 shares worth $2.01M. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

66 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Valeo Financial Advisors held 40,828 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.01M as of Q2 2026.
  • FlexShares Global Upstream Natural Resources Index Fund was a new Valeo Financial Advisors position in Q2 2026.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • 66 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.