NewSquare Capital’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

NewSquare Capital’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
2024 Q2	–	Sell	-41	Closed	-$1.29K	–	442
2024 Q1	$1.29K	Hold	41	–	–	﹤0.01%	356
2023 Q4	$1.21K	Hold	41	–	–	﹤0.01%	402
2023 Q3	$1.05K	Sell	41 -154	-79%	-$4.36K	﹤0.01%	496
2023 Q2	$5.47K	Hold	195	–	–	﹤0.01%	410
2023 Q1	$6.53K	Buy	195 +82	+73%	+$2.51K	﹤0.01%	410
2022 Q4	$3.26K	Buy	+113	New	+$3.02K	﹤0.01%	417

Other funds holding SGDJ

OPOWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

NewSquare Capital's SGDJ Position: Q2 2024 in Review

NewSquare Capital sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q2 2024, closing a stake of 41 shares — an estimated $1.29K sold.

NewSquare Capital first reported a position in SGDJ in Q4 2022 and held it in 6 quarters. The position peaked at $6.53K in Q1 2023. 29 funds tracked by Wall St. Rank hold SGDJ as of Q2 2024.

NewSquare Capital reported no remaining Sprott Junior Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 41 Sprott Junior Gold Miners ETF shares in Q2 2024, an estimated $1.29K.
NewSquare Capital first reported a position in Sprott Junior Gold Miners ETF in Q4 2022 and held it in 6 quarters.
NewSquare Capital's Sprott Junior Gold Miners ETF position peaked at $6.53K in Q1 2023.
29 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.