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Sprott Focus Tr shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Sprott Focus Tr (FUND) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in Sprott Focus Tr

Tip: Access up to 7 years of quarterly data

All positions including Sprott Focus Tr held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Focus Tr by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $79k 10k 7.53
2023-06-30 $82k 10k 7.95
2023-03-31 $82k 10k 8.10

More positions owned by 9258 Wealth Management

Apple Stock (AAPL)
NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
iShares Core US Aggregate Bond ETF Etf (AGG)
iShares Core Total USD Bond Market ETF Etf (IUSB)
iShares Russell Top 200 Value ETF Etf (IWX)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Mega Cap Value ETF Etf (MGV)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
United Parcel Service Inc Class B Stock (UPS)

View all positions for 9258 Wealth Management

Top funds holding Sprott Focus Tr

Shaker Financial Services
Royal Bank of Canada
Essex Financial Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Sapient Capital
Captrust Financial Advisors
Wolverine Asset Management
Landscape Capital Management
Lodestar Private Asset Management
CNH Partners
Elequin Capital
Bank of America Corporation
Level Four Advisory Services

View all funds holding Sprott Focus Tr