UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SETM — Sprott Funds Trust Sprott Critical Materials ETF
CIK 1463217
IRVING, TX
Position in SETM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$323,853
+$40,433 QoQ
Shares Held
9,790
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SETM Over Time
Shares Held
Position Value (USD)
All Filings in SETM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,853 | 9,790 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $283,420 | 9,790 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||