Avantax Advisory Services’s Sprott Physical Silver Trust PSLV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$566K	Buy	46,238 +16,805	+57%	+$190K	﹤0.01%	1510
2025 Q1	$341K	Buy	29,433 +8,598	+41%	+$92.8K	﹤0.01%	1747
2024 Q4	$201K	Buy	20,835 +7,774	+60%	+$82K	﹤0.01%	2050
2024 Q3	$136K	Buy	13,061 +1,335	+11%	+$13.4K	﹤0.01%	2046
2024 Q2	$116K	Buy	11,726 +950	+9%	+$9.22K	﹤0.01%	2004
2024 Q1	$89.3K	Buy	+10,776	New	+$84.4K	﹤0.01%	1599
2021 Q1	–	Sell	-50,589	Closed	-$474K	–	1067
2020 Q4	$474K	Sell	50,589 -105,101	-68%	-$902K	0.01%	572
2020 Q3	$1.29M	Buy	+155,690	New	+$1.36M	0.02%	467

Other funds holding PSLV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

WCM

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

Avantax Advisory Services's PSLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Sprott Physical Silver Trust (PSLV) stake by 57% in Q2 2025, buying an estimated $190K and bringing the position to 46,238 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Avantax Advisory Services first reported a position in PSLV in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2020. 402 funds tracked by Wall St. Rank hold PSLV as of Q2 2025.

Avantax Advisory Services held 46,238 shares of Sprott Physical Silver Trust worth $566K as of Q2 2025.
Avantax Advisory Services bought 16,805 Sprott Physical Silver Trust shares in Q2 2025, an estimated $190K.
Sprott Physical Silver Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1510 holding.
Avantax Advisory Services first reported a position in Sprott Physical Silver Trust in Q3 2020 and has held it in 8 quarters since.
Avantax Advisory Services's Sprott Physical Silver Trust position peaked at $1.29M in Q3 2020.
402 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.