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

IFP 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 Q2	$980	Sell	13 -17	-57%	-$1.5K	﹤0.01%	4501
2026 Q1	$2.58K	Sell	30 -93	-76%	-$8.99K	﹤0.01%	3859
2025 Q4	$10.3K	Sell	123 -43	-26%	-$3.38K	﹤0.01%	3047
2025 Q3	$11.9K	Buy	166 +29	+21%	+$1.63K	﹤0.01%	2824
2025 Q2	$6.81K	Buy	137 +13	+10%	+$609	﹤0.01%	3155
2025 Q1	$5.27K	Buy	+124	New	+$4.77K	﹤0.01%	2823
2018 Q4	–	Sell	-300	Closed	-$7K	–	3826
2018 Q3	$7K	Hold	300	–	–	﹤0.01%	3068
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	2976
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	2797
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	2838
2017 Q3	$11K	Hold	300	–	–	﹤0.01%	2970
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	3028
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	2928
2016 Q4	$10K	Buy	+300	New	+$10.5K	﹤0.01%	2910

Other funds holding SGDJ

OPOWM

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

BCM

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

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

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's SGDJ Position: Q2 2026 in Review

IFP Advisors reduced its Sprott Junior Gold Miners ETF (SGDJ) stake by 57% in Q2 2026, selling an estimated $1.5K and leaving 13 shares worth $980. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

IFP Advisors first reported a position in SGDJ in Q4 2016 and has held it in 14 quarters since. The position peaked at $11.9K in Q3 2025. 7 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

IFP Advisors held 13 shares of Sprott Junior Gold Miners ETF worth $980 as of Q2 2026.
IFP Advisors sold 17 Sprott Junior Gold Miners ETF shares in Q2 2026, an estimated $1.5K.
Sprott Junior Gold Miners ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4501 holding.
IFP Advisors first reported a position in Sprott Junior Gold Miners ETF in Q4 2016 and has held it in 14 quarters since.
IFP Advisors's Sprott Junior Gold Miners ETF position peaked at $11.9K in Q3 2025.
7 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.