Cetera Investment Advisers
SGDM icon

Cetera Investment Advisers’s Sprott Gold Miners ETF SGDM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$4.83M Sell
63,969
-4,799
-7% -$387K 0.01% 1524
2025
Q4 		$4.79M Sell
68,768
-223,276
-76% -$14.4M 0.01% 1486
2025
Q3 		$18.1M Buy
292,044
+51,715
+22% +$2.63M 0.02% 684
2025
Q2 		$10.9M Buy
240,329
+23,150
+11% +$976K 0.02% 783
2025
Q1 		$8.24M Buy
217,179
+3,374
+2% +$111K 0.02% 859
2024
Q4 		$5.94M Buy
213,805
+2,832
+1% +$85.6K 0.01% 955
2024
Q3 		$6.54M Sell
210,973
-368
-0.2% -$10.9K 0.01% 872
2024
Q2 		$5.64M Buy
211,341
+21,192
+11% +$571K 0.01% 939
2024
Q1 		$4.82M Buy
+190,149
New +$4.37M 0.01% 1000
2021
Q3 		– Sell
-7,889
Closed -$223K – 1863
2021
Q2 		$223K Sell
7,889
-3,371
-30% -$102K ﹤0.01% 1604
2021
Q1 		$302K Buy
11,260
+1,126
+11% +$31.9K 0.01% 1250
2020
Q4 		$310K Buy
+10,134
New +$323K 0.01% 1215

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return