Wealthcare Advisory Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Wealthcare Advisory Partners’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	$2.33M	Sell	47,264 -952	-2%	-$51.2K	0.04%	325
2026 Q1	$2.66M	Sell	48,216 -2,631	-5%	-$137K	0.05%	307
2025 Q4	$2.33M	Sell	50,847 -133,719	-72%	-$5.93M	0.05%	319
2025 Q3	$8.08M	Buy	184,566 +5,028	+3%	+$211K	0.17%	117
2025 Q2	$7.2M	Sell	179,538 -9,358	-5%	-$361K	0.16%	119
2025 Q1	$7.33M	Buy	188,896 +21,751	+13%	+$830K	0.2%	97
2024 Q4	$6.08M	Sell	167,145 -19,070	-10%	-$752K	0.17%	113
2024 Q3	$7.68M	Sell	186,215 -27,354	-13%	-$1.1M	0.22%	89
2024 Q2	$8.57M	Buy	213,569 +12,917	+6%	+$538K	0.27%	66
2024 Q1	$8.24M	Buy	200,652 +25,196	+14%	+$986K	0.27%	68
2023 Q4	$7.18M	Buy	175,456 +7,840	+5%	+$312K	0.29%	65
2023 Q3	$6.78M	Sell	167,616 -3,978	-2%	-$163K	0.31%	64
2023 Q2	$6.88M	Buy	171,594 +14,362	+9%	+$593K	0.31%	66
2023 Q1	$6.65M	Sell	157,232 -1,025	-0.6%	-$44.7K	0.29%	65
2022 Q4	$6.88M	Buy	158,257 +9,756	+7%	+$414K	0.33%	57
2022 Q3	$5.58M	Sell	148,501 -337	-0.2%	-$13.5K	0.32%	68
2022 Q2	$5.9M	Buy	148,838 +17,408	+13%	+$787K	0.36%	52
2022 Q1	$6.16M	Buy	131,430 +18,196	+16%	+$792K	0.37%	42
2021 Q4	$4.47M	Buy	113,234 +13,019	+13%	+$503K	0.27%	54
2021 Q3	$3.67M	Buy	100,215 +443	+0.4%	+$16.5K	0.24%	63
2021 Q2	$3.82M	Buy	99,772 +10,809	+12%	+$418K	0.26%	57
2021 Q1	$3.22M	Buy	+88,963	New	+$3.17M	0.23%	61
2020 Q2	–	Sell	-90	Closed	-$2K	–	760
2020 Q1	$2K	Sell	90 -51	-36%	-$1.48K	﹤0.01%	1291
2019 Q4	$5K	Hold	141	–	–	﹤0.01%	1101
2019 Q3	$4K	Hold	141	–	–	﹤0.01%	1105
2019 Q2	$5K	Hold	141	–	–	﹤0.01%	1059
2019 Q1	$5K	Hold	141	–	–	﹤0.01%	969
2018 Q4	$4K	Hold	141	–	–	﹤0.01%	977
2018 Q3	$5K	Buy	+141	New	+$4.7K	﹤0.01%	990

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

Wealthcare Advisory Partners's GUNR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 2% in Q2 2026, selling an estimated $51.2K and leaving 47,264 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #325.

Wealthcare Advisory Partners first reported a position in GUNR in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.57M in Q2 2024. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Wealthcare Advisory Partners held 47,264 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $2.33M as of Q2 2026.
Wealthcare Advisory Partners sold 952 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $51.2K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #325 holding.
Wealthcare Advisory Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2018 and has held it in 29 quarters since.
Wealthcare Advisory Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $8.57M in Q2 2024.
318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.