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

Latitude 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
2022
Q2 		– Sell
-6,542
Closed -$216K – 291
2022
Q1 		$216K Buy
+6,542
New +$191K 0.05% 305

Other funds holding SGDM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Latitude Advisors's SGDM Position: Q2 2022 in Review

Latitude Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q2 2022, closing a stake of 6,542 shares — an estimated $216K sold.

Latitude Advisors first reported a position in SGDM in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 52 funds tracked by Wall St. Rank hold SGDM as of Q2 2022.

  • Latitude Advisors reported no remaining Sprott Gold Miners ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 6,542 Sprott Gold Miners ETF shares in Q2 2022, an estimated $216K.
  • Latitude Advisors first reported a position in Sprott Gold Miners ETF in Q1 2022 and held it in 1 quarter.
  • Latitude Advisors's Sprott Gold Miners ETF position peaked at $216K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.