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WealthPlan Investment Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

WealthPlan Investment Management’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 		$327K Buy
6,642
+867
+15% +$46.6K 0.02% 383
2026
Q1 		$319K Buy
+5,775
New +$301K 0.02% 377

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

WealthPlan Investment Management's GUNR Position: Q2 2026 in Review

WealthPlan Investment Management increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 15% in Q2 2026, buying an estimated $46.6K and bringing the position to 6,642 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #383.

WealthPlan Investment Management first reported a position in GUNR in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • WealthPlan Investment Management held 6,642 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $327K as of Q2 2026.
  • WealthPlan Investment Management bought 867 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $46.6K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #383 holding.
  • WealthPlan Investment Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.