Walkner Condon Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Walkner Condon 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	$3.71M	Buy	75,223 +4,859	+7%	+$261K	0.43%	48
2026 Q1	$3.88M	Buy	70,364 +1,716	+2%	+$89.5K	0.51%	42
2025 Q4	$3.15M	Buy	68,648 +527	+0.8%	+$23.4K	0.44%	53
2025 Q3	$2.98M	Sell	68,121 -403	-0.6%	-$16.9K	0.47%	49
2025 Q2	$2.75M	Buy	68,524 +3,748	+6%	+$145K	0.51%	49
2025 Q1	$2.51M	Sell	64,776 -10,506	-14%	-$401K	0.51%	53
2024 Q4	$2.74M	Sell	75,282 -4,661	-6%	-$184K	0.56%	49
2024 Q3	$3.3M	Sell	79,943 -48,043	-38%	-$1.93M	0.67%	39
2024 Q2	$5.14M	Buy	127,986 +1,636	+1%	+$68.1K	1.11%	25
2024 Q1	$5.19M	Buy	126,350 +19,744	+19%	+$773K	1.1%	25
2023 Q4	$4.37M	Sell	106,606 -44,539	-29%	-$1.77M	0.99%	28
2023 Q3	$6.11M	Buy	151,145 +4,024	+3%	+$165K	1.62%	17
2023 Q2	$5.89M	Sell	147,121 -14,076	-9%	-$581K	1.56%	18
2023 Q1	$6.82M	Sell	161,197 -6,022	-4%	-$262K	1.91%	15
2022 Q4	$7.27M	Sell	167,219 -77	-0%	-$3.27K	2.17%	11
2022 Q3	$6.29M	Buy	167,296 +9,827	+6%	+$395K	2.03%	14
2022 Q2	$6.25M	Buy	157,469 +12,542	+9%	+$567K	1.96%	13
2022 Q1	$6.79M	Buy	144,927 +110,286	+318%	+$4.8M	1.93%	13
2021 Q4	$1.37M	Sell	34,641 -96,407	-74%	-$3.73M	0.89%	34
2021 Q3	$4.79M	Buy	131,048 +16,806	+15%	+$626K	2.36%	10
2021 Q2	$4.37M	Buy	114,242 +42,882	+60%	+$1.66M	1.6%	17
2021 Q1	$2.58M	Buy	71,360 +60,535	+559%	+$2.15M	1%	27
2020 Q4	$352K	Buy	10,825 +950	+10%	+$28.6K	0.15%	97
2020 Q3	$274K	Buy	+9,875	New	+$288K	0.15%	104

Other funds holding GUNR

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

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 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

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

Walkner Condon Financial Advisors's GUNR Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 6.9% in Q2 2026, buying an estimated $261K and bringing the position to 75,223 shares worth $3.71M. The position accounts for 0.43% of the portfolio, ranked #48.

Walkner Condon Financial Advisors first reported a position in GUNR in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.27M in Q4 2022. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Walkner Condon Financial Advisors held 75,223 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $3.71M as of Q2 2026.
Walkner Condon Financial Advisors bought 4,859 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $261K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.43% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #48 holding.
Walkner Condon Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2020 and has held it in 24 quarters since.
Walkner Condon Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $7.27M in Q4 2022.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.