ArchPoint Investors’s Sprott Gold Miners ETF SGDM Stock Holding History

ArchPoint Investors’s Portfolio SGDM Stock Details SGDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,317	Closed	-$235K	–	120
2021 Q2	$235K	Hold	8,317	–	–	0.08%	45
2021 Q1	$223K	Buy	8,317 +5,902	+244%	+$167K	0.06%	82
2020 Q4	$74K	Hold	2,415	–	–	0.02%	91
2020 Q3	$81K	Buy	+2,415	New	+$84.5K	0.03%	86

Other funds holding SGDM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ArchPoint Investors's SGDM Position: Q3 2021 in Review

ArchPoint Investors sold out of Sprott Gold Miners ETF (SGDM) in Q3 2021, closing a stake of 8,317 shares — an estimated $235K sold.

ArchPoint Investors first reported a position in SGDM in Q3 2020 and held it in 4 quarters. The position peaked at $235K in Q2 2021. 46 funds tracked by Wall St. Rank hold SGDM as of Q3 2021.

ArchPoint Investors reported no remaining Sprott Gold Miners ETF position as of Q3 2021 after selling out during the quarter.
ArchPoint Investors sold 8,317 Sprott Gold Miners ETF shares in Q3 2021, an estimated $235K.
ArchPoint Investors first reported a position in Sprott Gold Miners ETF in Q3 2020 and held it in 4 quarters.
ArchPoint Investors's Sprott Gold Miners ETF position peaked at $235K in Q2 2021.
46 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2021.

Based on ArchPoint Investors's 13F filing for Q3 2021, filed 12 Nov 2021.