Wealth Enhancement Advisory Services
GUNR icon

Wealth Enhancement Advisory Services’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Wealth Enhancement Advisory Services’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 		$996K Sell
19,872
-6,330
-24% -$341K ﹤0.01% 2071
2026
Q1 		$1.45M Sell
26,202
-28,630
-52% -$1.49M ﹤0.01% 1564
2025
Q4 		$2.59M Sell
54,832
-6,722
-11% -$298K ﹤0.01% 1369
2025
Q3 		$2.71M Sell
61,554
-21,073
-26% -$884K ﹤0.01% 1272
2025
Q2 		$3.4M Sell
82,627
-23,847
-22% -$921K 0.01% 1084
2025
Q1 		$4.13M Sell
106,474
-72,983
-41% -$2.79M 0.01% 903
2024
Q4 		$6.53M Sell
179,457
-67,386
-27% -$2.66M 0.01% 710
2024
Q3 		$10.2M Sell
246,843
-26,919
-10% -$1.08M 0.02% 506
2024
Q2 		$11M Sell
273,762
-195,777
-42% -$8.15M 0.03% 462
2024
Q1 		$19.3M Buy
469,539
+459,342
+4,505% +$18M 0.05% 330
2023
Q4 		$418K Buy
10,197
+196
+2% +$7.8K ﹤0.01% 1622
2023
Q3 		$404K Buy
+10,001
New +$410K ﹤0.01% 1560

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

Wealth Enhancement Advisory Services's GUNR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 24% in Q2 2026, selling an estimated $341K and leaving 19,872 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Wealth Enhancement Advisory Services first reported a position in GUNR in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.3M in Q1 2024. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,872 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $996K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,330 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $341K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2071 holding.
  • Wealth Enhancement Advisory Services first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $19.3M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.