UHLMANN PRICE SECURITIES’s Sprott Focus Trust FUND Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio FUND Stock Details FUND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$108K	Buy	+11,106	New	+$113K	0.01%	291

Other funds holding FUND

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

UHLMANN PRICE SECURITIES's FUND Position: Q3 2026 in Review

UHLMANN PRICE SECURITIES opened a new position in Sprott Focus Trust (FUND) in Q3 2026: 11,106 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

11 funds tracked by Wall St. Rank hold FUND as of Q3 2026.

UHLMANN PRICE SECURITIES held 11,106 shares of Sprott Focus Trust worth $108K as of Q3 2026.
Sprott Focus Trust was a new UHLMANN PRICE SECURITIES position in Q3 2026.
Sprott Focus Trust made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q3 2026, its #291 holding.
11 funds tracked by Wall St. Rank held Sprott Focus Trust as of Q3 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q3 2026, filed 3 Nov 2026.