Essex Financial Services’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Essex Financial Services’s Portfolio SGDJ Stock Details SGDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,590	Closed	-$223K	–	869
2026 Q1	$223K	Sell	2,590 -50	-2%	-$4.84K	0.01%	717
2025 Q4	$222K	Buy	+2,640	New	+$207K	0.01%	718
2022 Q2	–	Sell	-5,815	Closed	-$252K	–	519
2022 Q1	$252K	Buy	5,815 +60	+1%	+$2.46K	0.02%	419
2021 Q4	$235K	Buy	5,755 +297	+5%	+$12.3K	0.02%	430
2021 Q3	$202K	Buy	5,458 +264	+5%	+$10.9K	0.02%	446
2021 Q2	$229K	Buy	+5,194	New	+$245K	0.03%	399

Other funds holding SGDJ

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MASM

MH & Associates Securities Management Carlsbad, California $112M AUM

Essex Financial Services's SGDJ Position: Q2 2026 in Review

Essex Financial Services sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q2 2026, closing a stake of 2,590 shares — an estimated $223K sold.

Essex Financial Services first reported a position in SGDJ in Q2 2021 and held it in 6 quarters. The position peaked at $252K in Q1 2022. 31 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

Essex Financial Services reported no remaining Sprott Junior Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
Essex Financial Services sold 2,590 Sprott Junior Gold Miners ETF shares in Q2 2026, an estimated $223K.
Essex Financial Services first reported a position in Sprott Junior Gold Miners ETF in Q2 2021 and held it in 6 quarters.
Essex Financial Services's Sprott Junior Gold Miners ETF position peaked at $252K in Q1 2022.
31 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.