Winning Points Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Winning Points 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
2022 Q3	–	Sell	-10,586	Closed	-$419K	–	51
2022 Q2	$419K	Hold	10,586	–	–	0.46%	36
2022 Q1	$496K	Hold	10,586	–	–	0.39%	38
2021 Q4	$349K	Hold	10,586	–	–	0.25%	55
2021 Q3	$387K	Hold	10,586	–	–	0.28%	48
2021 Q2	$405K	Hold	10,586	–	–	0.3%	47
2021 Q1	$383K	Hold	10,586	–	–	0.29%	50
2020 Q4	$344K	Hold	10,586	–	–	0.28%	47
2020 Q3	$294K	Hold	10,586	–	–	0.25%	46
2020 Q2	$293K	Hold	10,586	–	–	0.28%	42
2020 Q1	$239K	Hold	10,586	–	–	0.23%	52
2019 Q4	$355K	Hold	10,586	–	–	0.23%	55
2019 Q3	$330K	Hold	10,586	–	–	0.24%	56
2019 Q2	$349K	Hold	10,586	–	–	0.25%	55
2019 Q1	$347K	Hold	10,586	–	–	0.27%	54
2018 Q4	$310K	Hold	10,586	–	–	0.27%	55
2018 Q3	$358K	Hold	10,586	–	–	0.26%	57
2018 Q2	$359K	Hold	10,586	–	–	0.29%	56
2018 Q1	$342K	Hold	10,586	–	–	0.28%	57
2017 Q4	$352K	Hold	10,586	–	–	0.29%	57
2017 Q3	$330K	Hold	10,586	–	–	0.28%	56
2017 Q2	$305K	Hold	10,586	–	–	0.3%	57
2017 Q1	$312K	Hold	10,586	–	–	0.31%	54
2016 Q4	$303K	Buy	+10,586	New	+$296K	0.33%	53

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Winning Points Advisors's GUNR Position: Q3 2022 in Review

Winning Points Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2022, closing a stake of 10,586 shares — an estimated $419K sold.

Winning Points Advisors first reported a position in GUNR in Q4 2016 and held it in 23 quarters. The position peaked at $496K in Q1 2022. 270 funds tracked by Wall St. Rank hold GUNR as of Q3 2022.

Winning Points Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
Winning Points Advisors sold 10,586 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2022, an estimated $419K.
Winning Points Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2016 and held it in 23 quarters.
Winning Points Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $496K in Q1 2022.
270 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2022.

Based on Winning Points Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.