Apella Capital’s Sprott Physical Silver Trust PSLV Stock Holding History

Apella Capital’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.77M	Sell	351,326 -1,993	-0.6%	-$46.9K	0.1%	143
2026 Q1	$9.32M	Sell	353,319 -24,234	-6%	-$661K	0.14%	120
2025 Q4	$8.93M	Sell	377,553 -4,318	-1%	-$79.1K	0.18%	101
2025 Q3	$6.9M	Buy	381,871 +35,613	+10%	+$476K	0.15%	107
2025 Q2	$4.34M	Buy	346,258 +10,278	+3%	+$116K	0.12%	118
2025 Q1	$3.49M	Buy	+335,980	New	+$3.63M	0.12%	104

Other funds holding PSLV

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital's PSLV Position: Q2 2026 in Review

Apella Capital reduced its Sprott Physical Silver Trust (PSLV) stake by 0.56% in Q2 2026, selling an estimated $46.9K and leaving 351,326 shares worth $6.77M. The position accounts for 0.1% of the portfolio, ranked #143.

Apella Capital first reported a position in PSLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.32M in Q1 2026. 72 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Apella Capital held 351,326 shares of Sprott Physical Silver Trust worth $6.77M as of Q2 2026.
Apella Capital sold 1,993 Sprott Physical Silver Trust shares in Q2 2026, an estimated $46.9K.
Sprott Physical Silver Trust made up 0.1% of Apella Capital's portfolio in Q2 2026, its #143 holding.
Apella Capital first reported a position in Sprott Physical Silver Trust in Q1 2025 and has held it in 6 quarters since.
Apella Capital's Sprott Physical Silver Trust position peaked at $9.32M in Q1 2026.
72 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.