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Kingsview Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Kingsview Wealth Management’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
2023
Q2 		– Sell
-70,721
Closed -$2M – 971
2023
Q1 		$2M Buy
+70,721
New +$1.86M 0.08% 240

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kingsview Wealth Management's SGDM Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2023, closing a stake of 70,721 shares — an estimated $2M sold.

Kingsview Wealth Management first reported a position in SGDM in Q1 2023 and held it in 1 quarter. The position peaked at $2M in Q1 2023. 61 funds tracked by Wall St. Rank hold SGDM as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 70,721 Sprott Gold Miners ETF shares in Q2 2023, an estimated $2M.
  • Kingsview Wealth Management first reported a position in Sprott Gold Miners ETF in Q1 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Sprott Gold Miners ETF position peaked at $2M in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.