Aptus Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Aptus Capital Advisors’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
2026 Q2	$1.81M	Buy	33,879 +22,425	+196%	+$1.49M	0.01%	514
2026 Q1	$780K	Sell	11,454 -3,928	-26%	-$298K	0.01%	623
2025 Q4	$991K	Buy	15,382 +2,211	+17%	+$111K	0.01%	584
2025 Q3	$558K	Buy	13,171 +100	+0.8%	+$3.59K	﹤0.01%	677
2025 Q2	$429K	Hold	13,071	–	–	﹤0.01%	715
2025 Q1	$405K	Sell	13,071 -13,350	-51%	-$388K	﹤0.01%	704
2024 Q4	$696K	Buy	26,421 +17,525	+197%	+$501K	0.01%	555
2024 Q3	$253K	Sell	8,896 -1,267	-12%	-$34K	﹤0.01%	706
2024 Q2	$270K	Sell	10,163 -400	-4%	-$10.5K	﹤0.01%	647
2024 Q1	$240K	Buy	10,563 +1,102	+12%	+$23.5K	﹤0.01%	693
2023 Q4	$206K	Sell	9,461 -486	-5%	-$10.3K	0.01%	554
2023 Q3	$202K	Buy	+9,947	New	+$215K	0.01%	569
2023 Q2	–	Sell	-10,565	Closed	-$234K	–	852
2023 Q1	$234K	Buy	+10,565	New	+$219K	0.01%	445

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aptus Capital Advisors's SLV Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Silver Trust (SLV) stake by 196% in Q2 2026, buying an estimated $1.49M and bringing the position to 33,879 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #514.

Aptus Capital Advisors first reported a position in SLV in Q1 2023 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Aptus Capital Advisors held 33,879 shares of iShares Silver Trust worth $1.81M as of Q2 2026.
Aptus Capital Advisors bought 22,425 iShares Silver Trust shares in Q2 2026, an estimated $1.49M.
iShares Silver Trust made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #514 holding.
Aptus Capital Advisors first reported a position in iShares Silver Trust in Q1 2023 and has held it in 13 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.