Wealthstreet Investment Advisors’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-26,210	Closed	-$1.08M	–	279
2021 Q1	$1.08M	Buy	26,210 +12,000	+84%	+$538K	0.11%	165
2020 Q4	$700K	Buy	14,210 +4,360	+44%	+$205K	0.07%	203
2020 Q3	$438K	Buy	9,850 +3,050	+45%	+$138K	0.05%	237
2020 Q2	$259K	Buy	+6,800	New	+$220K	0.03%	288

Other funds holding SGDJ

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

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

Wealthstreet Investment Advisors's SGDJ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q2 2021, closing a stake of 26,210 shares — an estimated $1.08M sold.

Wealthstreet Investment Advisors first reported a position in SGDJ in Q2 2020 and held it in 4 quarters. The position peaked at $1.08M in Q1 2021. 29 funds tracked by Wall St. Rank hold SGDJ as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Sprott Junior Gold Miners ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 26,210 Sprott Junior Gold Miners ETF shares in Q2 2021, an estimated $1.08M.
Wealthstreet Investment Advisors first reported a position in Sprott Junior Gold Miners ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's Sprott Junior Gold Miners ETF position peaked at $1.08M in Q1 2021.
29 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.