Lokken Investment Group’s Sprott Energy Transition Materials ETF SETM Stock Holding History

Lokken Investment Group’s Portfolio SETM Stock Details SETM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Buy	+9,413	New	+$197K	0.08%	132

Other funds holding SETM

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BCM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Lokken Investment Group's SETM Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Sprott Energy Transition Materials ETF (SETM) in Q3 2025: 9,413 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings.

28 funds tracked by Wall St. Rank hold SETM as of Q3 2025.

Lokken Investment Group held 9,413 shares of Sprott Energy Transition Materials ETF worth $237K as of Q3 2025.
Sprott Energy Transition Materials ETF was a new Lokken Investment Group position in Q3 2025.
Sprott Energy Transition Materials ETF made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #132 holding.
28 funds tracked by Wall St. Rank held Sprott Energy Transition Materials ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.