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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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return