IFP Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

IFP Advisors’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
2020 Q1	–	Sell	-355	Closed	-$8.31K	–	2974
2019 Q4	$9K	Hold	355	–	–	﹤0.01%	1973
2019 Q3	$8K	Buy	+355	New	+$8.53K	﹤0.01%	2176
2019 Q1	–	Sell	-855	Closed	-$15K	–	3262
2018 Q4	$15K	Sell	855 -1,200	-58%	-$19.4K	﹤0.01%	2304
2018 Q3	$32K	Hold	2,055	–	–	﹤0.01%	2167
2018 Q2	$40K	Hold	2,055	–	–	﹤0.01%	2055
2018 Q1	$43K	Hold	2,055	–	–	﹤0.01%	1911
2017 Q4	$43K	Hold	2,055	–	–	﹤0.01%	1932
2017 Q3	$42K	Hold	2,055	–	–	﹤0.01%	2097
2017 Q2	$40K	Sell	2,055 -130	-6%	-$2.62K	﹤0.01%	2116
2017 Q1	$44K	Sell	2,185 -450	-17%	-$9.42K	﹤0.01%	2002
2016 Q4	$50K	Buy	2,635 +450	+21%	+$9.06K	﹤0.01%	1891
2016 Q3	$53K	Buy	2,185 +355	+19%	+$9.49K	﹤0.01%	1776
2016 Q2	$48K	Buy	+1,830	New	+$40.8K	﹤0.01%	1789
2016 Q1	–	Sell	-2,155	Closed	-$27K	–	3267
2015 Q4	$27K	Buy	+2,155	New	+$29.3K	﹤0.01%	1992

Other funds holding SGDM

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's SGDM Position: Q1 2020 in Review

IFP Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q1 2020, closing a stake of 355 shares — an estimated $8.31K sold.

IFP Advisors first reported a position in SGDM in Q4 2015 and held it in 14 quarters. The position peaked at $53K in Q3 2016. 36 funds tracked by Wall St. Rank hold SGDM as of Q1 2020.

IFP Advisors reported no remaining Sprott Gold Miners ETF position as of Q1 2020 after selling out during the quarter.
IFP Advisors sold 355 Sprott Gold Miners ETF shares in Q1 2020, an estimated $8.31K.
IFP Advisors first reported a position in Sprott Gold Miners ETF in Q4 2015 and held it in 14 quarters.
IFP Advisors's Sprott Gold Miners ETF position peaked at $53K in Q3 2016.
36 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.