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Summit Financial’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Summit Financial’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
Q2 		$234K Hold
3,106
– – ﹤0.01% 1446
2026
Q1 		$267K Hold
3,106
– – ﹤0.01% 1234
2025
Q4 		$261K Hold
3,106
– – ﹤0.01% 1135
2025
Q3 		$223K Buy
+3,106
New +$175K ﹤0.01% 1169

Other funds holding SGDJ

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's SGDJ Position: Q2 2026 in Review

Summit Financial held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q2 2026 at 3,106 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Summit Financial first reported a position in SGDJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q1 2026. 55 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

  • Summit Financial held 3,106 shares of Sprott Junior Gold Miners ETF worth $234K as of Q2 2026.
  • Summit Financial left its Sprott Junior Gold Miners ETF share count unchanged in Q2 2026.
  • Sprott Junior Gold Miners ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1446 holding.
  • Summit Financial first reported a position in Sprott Junior Gold Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Sprott Junior Gold Miners ETF position peaked at $267K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.