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ACI
Alpha Cubed Investments’s
iShares Silver Trust
SLV
Stock Holding History
Alpha Cubed Investments’s Portfolio
SLV Stock Details
SLV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
$1.26M
Buy
19,539
+1,710
+10%
+$85.6K
0.04%
107
2025
Q3
$755K
Sell
17,829
-126
-0.7%
-$4.53K
0.03%
132
2025
Q2
$589K
Buy
17,955
+3,360
+23%
+$103K
0.02%
164
2025
Q1
$452K
Buy
14,595
+6,139
+73%
+$178K
0.02%
181
2024
Q4
$223K
Buy
8,456
+350
+4%
+$10K
0.01%
236
2024
Q3
$230K
Buy
8,106
+395
+5%
+$10.6K
0.01%
233
2024
Q2
$205K
Buy
+7,711
New
+$203K
0.01%
270
2024
Q1
–
Sell
-35,761
Closed
-$779K
–
321
2023
Q4
$779K
Buy
35,761
+15,332
+75%
+$326K
0.04%
129
2023
Q3
$416K
Buy
+20,429
New
+$441K
0.03%
152
2021
Q1
–
Sell
-14,506
Closed
-$356K
–
280
2020
Q4
$356K
Buy
+14,506
New
+$330K
0.03%
185
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$93.1B AUM
61.18%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SG Americas Securities
New York
$90.6B AUM
36.98%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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