Avior Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Avior Wealth Management’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.4M	Buy	78,311 +3,424	+5%	+$239K	0.12%	161
2026 Q1	$5.36M	Sell	74,887 -44,524	-37%	-$3.55M	0.15%	130
2025 Q4	$8.08M	Sell	119,411 -19,254	-14%	-$1.01M	0.25%	78
2025 Q3	$6.17M	Buy	138,665 +1,602	+1%	+$60.4K	0.2%	91
2025 Q2	$4.72M	Sell	137,063 -587	-0.4%	-$18.8K	0.16%	104
2025 Q1	$4.48M	Buy	137,650 +4,956	+4%	+$151K	0.17%	101
2024 Q4	$3.66M	Buy	132,694 +6,840	+5%	+$205K	0.13%	122
2024 Q3	$3.74M	Buy	125,854 +5,559	+5%	+$156K	0.15%	114
2024 Q2	$3.35M	Buy	120,295 +8,248	+7%	+$227K	0.14%	125
2024 Q1	$2.67M	Buy	112,047 +28,323	+34%	+$633K	0.12%	135
2023 Q4	$1.91M	Buy	83,724 +79,525	+1,894%	+$1.77M	0.12%	136
2023 Q3	$89.3K	Buy	+4,199	New	+$94.9K	0.01%	649

Other funds holding SIVR

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's SIVR Position: Q2 2026 in Review

Avior Wealth Management increased its abrdn Physical Silver Shares ETF (SIVR) stake by 4.6% in Q2 2026, buying an estimated $239K and bringing the position to 78,311 shares worth $4.4M. The position accounts for 0.12% of the portfolio, ranked #161.

Avior Wealth Management first reported a position in SIVR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.08M in Q4 2025. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Avior Wealth Management held 78,311 shares of abrdn Physical Silver Shares ETF worth $4.4M as of Q2 2026.
Avior Wealth Management bought 3,424 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $239K.
abrdn Physical Silver Shares ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #161 holding.
Avior Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2023 and has held it in 12 quarters since.
Avior Wealth Management's abrdn Physical Silver Shares ETF position peaked at $8.08M in Q4 2025.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.