WR Wealth Planners’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-429	Closed	-$13.5K	–	1208
2024 Q1	$13.5K	Buy	+429	New	+$11.9K	﹤0.01%	534
2023 Q4	–	Sell	-429	Closed	-$11K	–	735
2023 Q3	$11K	Hold	429	–	–	﹤0.01%	536
2023 Q2	$12K	Hold	429	–	–	﹤0.01%	518
2023 Q1	$14.4K	Buy	+429	New	+$13.1K	0.01%	475

Other funds holding SGDJ

OPOWM

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAM

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

WR Wealth Planners's SGDJ Position: Q2 2024 in Review

WR Wealth Planners sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q2 2024, closing a stake of 429 shares — an estimated $13.5K sold.

WR Wealth Planners first reported a position in SGDJ in Q1 2023 and held it in 4 quarters. The position peaked at $14.4K in Q1 2023. 29 funds tracked by Wall St. Rank hold SGDJ as of Q2 2024.

WR Wealth Planners reported no remaining Sprott Junior Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 429 Sprott Junior Gold Miners ETF shares in Q2 2024, an estimated $13.5K.
WR Wealth Planners first reported a position in Sprott Junior Gold Miners ETF in Q1 2023 and held it in 4 quarters.
WR Wealth Planners's Sprott Junior Gold Miners ETF position peaked at $14.4K in Q1 2023.
29 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.