Prospera Financial Services’s Sprott Gold Miners ETF SGDM Stock Holding History

Prospera Financial Services’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
2026 Q2	$236K	Sell	3,755 -2,024	-35%	-$148K	﹤0.01%	1337
2026 Q1	$436K	Buy	5,779 +50	+0.9%	+$4.03K	0.01%	1051
2025 Q4	$399K	Sell	5,729 -80	-1%	-$5.15K	0.01%	1019
2025 Q3	$360K	Hold	5,809	–	–	0.01%	1085
2025 Q2	$263K	Buy	+5,809	New	+$245K	﹤0.01%	1157
2018 Q2	–	Sell	-15,570	Closed	-$303K	–	473
2018 Q1	$303K	Sell	15,570 -3,365	-18%	-$67.6K	0.04%	337
2017 Q4	$402K	Sell	18,935 -4,135	-18%	-$84K	0.06%	259
2017 Q3	$486K	Buy	23,070 +10,855	+89%	+$224K	0.07%	246
2017 Q2	$233K	Sell	12,215 -2,055	-14%	-$41.4K	0.04%	357
2017 Q1	$297K	Sell	14,270 -3,260	-19%	-$68.2K	0.05%	271
2016 Q4	$370K	Buy	+17,530	New	+$353K	0.07%	233

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prospera Financial Services's SGDM Position: Q2 2026 in Review

Prospera Financial Services reduced its Sprott Gold Miners ETF (SGDM) stake by 35% in Q2 2026, selling an estimated $148K and leaving 3,755 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Prospera Financial Services first reported a position in SGDM in Q4 2016 and has held it in 11 quarters since. The position peaked at $486K in Q3 2017. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Prospera Financial Services held 3,755 shares of Sprott Gold Miners ETF worth $236K as of Q2 2026.
Prospera Financial Services sold 2,024 Sprott Gold Miners ETF shares in Q2 2026, an estimated $148K.
Sprott Gold Miners ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1337 holding.
Prospera Financial Services first reported a position in Sprott Gold Miners ETF in Q4 2016 and has held it in 11 quarters since.
Prospera Financial Services's Sprott Gold Miners ETF position peaked at $486K in Q3 2017.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.