CA
FUND

Cetera Advisors’s Sprott Focus Trust FUND Stock Holding History

Cetera Advisors’s Portfolio FUND Stock Details FUND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.87M Buy
+232,185
New +$1.79M 0.01% 848

Other funds holding FUND

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisors's FUND Position: Q1 2024 in Review

Cetera Advisors opened a new position in Sprott Focus Trust (FUND) in Q1 2024: 232,185 shares worth $1.87M. The stake represents 0.01% of the portfolio and ranks #848 among its holdings.

34 funds tracked by Wall St. Rank hold FUND as of Q1 2024.

  • Cetera Advisors held 232,185 shares of Sprott Focus Trust worth $1.87M as of Q1 2024.
  • Sprott Focus Trust was a new Cetera Advisors position in Q1 2024.
  • Sprott Focus Trust made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #848 holding.
  • 34 funds tracked by Wall St. Rank held Sprott Focus Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.