EverSource Wealth Advisors’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

EverSource Wealth Advisors’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 Q1	$25.8K	Hold	300	–	–	﹤0.01%	2344
2025 Q4	$25.2K	Hold	300	–	–	﹤0.01%	2232
2025 Q3	$21.5K	Hold	300	–	–	﹤0.01%	2312
2025 Q2	$14.9K	Hold	300	–	–	﹤0.01%	2527
2025 Q1	$12.8K	Hold	300	–	–	﹤0.01%	1972
2024 Q4	$9.98K	Hold	300	–	–	﹤0.01%	1994
2024 Q3	$11.1K	Hold	300	–	–	﹤0.01%	1802
2024 Q2	$9.97K	Hold	300	–	–	﹤0.01%	1857
2024 Q1	$9.54K	Hold	300	–	–	﹤0.01%	1712
2023 Q4	$8.83K	Hold	300	–	–	﹤0.01%	1618
2023 Q3	$7.69K	Hold	300	–	–	﹤0.01%	1522
2023 Q2	$8.41K	Hold	300	–	–	﹤0.01%	1518
2023 Q1	$10K	Hold	300	–	–	﹤0.01%	1352
2022 Q4	$8.66K	Hold	300	–	–	﹤0.01%	1384
2022 Q3	$7K	Hold	300	–	–	﹤0.01%	1259
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	1128
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	886
2021 Q4	$12K	Buy	+300	New	+$12.4K	﹤0.01%	904

Other funds holding SGDJ

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

OPOWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's SGDJ Position: Q1 2026 in Review

EverSource Wealth Advisors held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q1 2026 at 300 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

EverSource Wealth Advisors first reported a position in SGDJ in Q4 2021 and has held it in 18 quarters since. 62 funds tracked by Wall St. Rank hold SGDJ as of Q1 2026.

EverSource Wealth Advisors held 300 shares of Sprott Junior Gold Miners ETF worth $25.8K as of Q1 2026.
EverSource Wealth Advisors left its Sprott Junior Gold Miners ETF share count unchanged in Q1 2026.
Sprott Junior Gold Miners ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2344 holding.
EverSource Wealth Advisors first reported a position in Sprott Junior Gold Miners ETF in Q4 2021 and has held it in 18 quarters since.
62 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.