Steward Partners Investment Advisory’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	–	Sell	-597	Closed	-$50.2K	–	4544
2025 Q4	$50.2K	Sell	597 -577	-49%	-$45.3K	﹤0.01%	2665
2025 Q3	$84.3K	Buy	1,174 +455	+63%	+$25.6K	﹤0.01%	2328
2025 Q2	$35.7K	Buy	+719	New	+$33.7K	﹤0.01%	2645

Other funds holding SGDJ

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

OPOWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's SGDJ Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q1 2026, closing a stake of 597 shares — an estimated $50.2K sold.

Steward Partners Investment Advisory first reported a position in SGDJ in Q2 2025 and held it in 3 quarters. The position peaked at $84.3K in Q3 2025. 62 funds tracked by Wall St. Rank hold SGDJ as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Sprott Junior Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 597 Sprott Junior Gold Miners ETF shares in Q1 2026, an estimated $50.2K.
Steward Partners Investment Advisory first reported a position in Sprott Junior Gold Miners ETF in Q2 2025 and held it in 3 quarters.
Steward Partners Investment Advisory's Sprott Junior Gold Miners ETF position peaked at $84.3K in Q3 2025.
62 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.