GUNR — FLEXSHARES UPSTREAM NATURAL IDX ETF

Ownership history in Aaron Wealth Advisors LLC  ·  21 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported FLEXSHARES UPSTREAM NATURAL IDX ETF (GUNR) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.39% in 2024 Q1. The latest visible filing shows GUNR at 2.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GUNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in FLEXSHARES UPSTREAM NATURAL IDX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GUNR was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GUNR stock page Aaron Wealth Advisors LLC fund profile Aaron Wealth Advisors LLC full holdings
How Aaron Wealth Advisors LLC held GUNR — position size vs. price
% of Fund (quarterly)    GUNR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 941,998 +47,737 +5.3% 2.36% $43.2M 2026-02-14 (Est.) $53.09
2025 Q3 ADDED 894,261 +295,171 +49.3% 2.32% $39.2M 2025-10-03 $43.39
2025 Q2 ADDED 599,090 +16,987 +2.9% 2.45% $24.0M 2025-07-09 $40.14
2025 Q1 ADDED 582,103 +50,885 +9.6% 2.59% $22.6M 2025-04-28 $37.29
2024 Q4 REDUCED 531,218 -76,774 -12.6% 2.24% $19.3M 2025-01-15 $36.65
2024 Q3 ADDED 607,992 +41,547 +7.3% 2.99% $25.1M 2024-10-17 $39.05
2024 Q2 REDUCED 566,445 -8,946 -1.6% 3.16% $22.7M 2024-07-22 $38.67
2024 Q1 ADDED 575,391 +102,862 +21.8% 3.39% $23.6M 2024-04-25 $39.36
2023 Q4 ADDED 472,529 +26,146 +5.9% 3.21% $19.4M 2024-01-26 $36.17
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GUNR

As of 2026 Q1 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 4.57% Pathway Financial Advisors LLC 3Y 7Y 2.69% Boltwood Capital Management 3Y 7Y 1.82% Fermata Advisors, LLC 3Y 1.36% Pure Financial Advisors, LLC 3Y 7Y 0.41% CoreCap Advisors, LLC 3Y 0.33% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.29% TOWER TRUST & INVESTMENT Co 0.07% HIGHLINE WEALTH PARTNERS LLC 0.03% Magnus Financial Group LLC 3Y 7Y 0.02%

FAQ About Aaron Wealth Advisors LLC and GUNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning GUNR?

Aaron Wealth Advisors LLC reported GUNR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GUNR position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for GUNR was 3.39% in 2024 Q1.

What is the latest reported GUNR position on this page?

The most recent filing on this page is 2025 Q4, when Aaron Wealth Advisors LLC reported 941,998 shares, equal to 2.36% of portfolio, with an estimated market value of $43.2M.

What does the chart on this GUNR ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly GUNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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