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

Operose 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
2023 Q1	–	Sell	-3,074	Closed	-$76.1K	–	385
2022 Q4	$76.1K	Sell	3,074 -1,000	-25%	-$23.1K	0.04%	131
2022 Q3	$87K	Buy	+4,074	New	+$90.3K	0.06%	114

Other funds holding SGDM

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

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

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

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

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

Operose Advisors's SGDM Position: Q1 2023 in Review

Operose Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q1 2023, closing a stake of 3,074 shares — an estimated $76.1K sold.

Operose Advisors first reported a position in SGDM in Q3 2022 and held it in 2 quarters. The position peaked at $87K in Q3 2022. 69 funds tracked by Wall St. Rank hold SGDM as of Q1 2023.

Operose Advisors reported no remaining Sprott Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
Operose Advisors sold 3,074 Sprott Gold Miners ETF shares in Q1 2023, an estimated $76.1K.
Operose Advisors first reported a position in Sprott Gold Miners ETF in Q3 2022 and held it in 2 quarters.
Operose Advisors's Sprott Gold Miners ETF position peaked at $87K in Q3 2022.
69 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2023.

Based on Operose Advisors's 13F filing for Q1 2023, filed 9 May 2023.