Sheaff Brock Investment Advisors’s EMX Royalty EMX Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-42,732	Closed	-$81.2K	–	467
2023 Q2	$81.2K	Hold	42,732	–	–	0.01%	466
2023 Q1	$85K	Hold	42,732	–	–	0.01%	489
2022 Q4	$80.8K	Hold	42,732	–	–	0.01%	475
2022 Q3	$79K	Hold	42,732	–	–	0.01%	472
2022 Q2	$79K	Hold	42,732	–	–	0.01%	479
2022 Q1	$93K	Hold	42,732	–	–	0.01%	517
2021 Q4	$97K	Hold	42,732	–	–	0.01%	526
2021 Q3	$109K	Hold	42,732	–	–	0.01%	530
2021 Q2	$127K	Hold	42,732	–	–	0.01%	498
2021 Q1	$126K	Hold	42,732	–	–	0.01%	476
2020 Q4	$143K	Hold	42,732	–	–	0.01%	452
2020 Q3	$112K	Hold	42,732	–	–	0.01%	425
2020 Q2	$92K	Hold	42,732	–	–	0.01%	427
2020 Q1	$58K	Hold	42,732	–	–	0.01%	395
2019 Q4	$70K	Hold	42,732	–	–	0.01%	458
2019 Q3	$58K	Hold	42,732	–	–	0.01%	451
2019 Q2	$52K	Hold	42,732	–	–	0.01%	477
2019 Q1	$50K	Hold	42,732	–	–	0.01%	492
2018 Q4	$48K	Hold	42,732	–	–	0.01%	455
2018 Q3	$52K	Hold	42,732	–	–	﹤0.01%	512
2018 Q2	$44K	Hold	42,732	–	–	﹤0.01%	527
2018 Q1	$38K	Buy	+42,732	New	+$38.3K	﹤0.01%	538

Other funds holding EMX

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

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's EMX Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of EMX Royalty (EMX) in Q3 2023, closing a stake of 42,732 shares — an estimated $81.2K sold.

Sheaff Brock Investment Advisors first reported a position in EMX in Q1 2018 and held it in 22 quarters. The position peaked at $143K in Q4 2020. 41 funds tracked by Wall St. Rank hold EMX as of Q3 2023.

Sheaff Brock Investment Advisors reported no remaining EMX Royalty position as of Q3 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 42,732 EMX Royalty shares in Q3 2023, an estimated $81.2K.
Sheaff Brock Investment Advisors first reported a position in EMX Royalty in Q1 2018 and held it in 22 quarters.
Sheaff Brock Investment Advisors's EMX Royalty position peaked at $143K in Q4 2020.
41 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.