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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return