Buckingham Strategic Wealth’s Sprott Physical Silver Trust PSLV Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$139K	Hold	14,035	–	–	﹤0.01%	727
2024 Q1	$116K	Hold	14,035	–	–	﹤0.01%	730
2023 Q4	$113K	Hold	14,035	–	–	﹤0.01%	694
2023 Q3	$106K	Sell	14,035 -5,000	-26%	-$40.3K	﹤0.01%	660
2023 Q2	$148K	Sell	19,035 -100	-0.5%	-$831	﹤0.01%	650
2023 Q1	$158K	Hold	19,135	–	–	﹤0.01%	575
2022 Q4	$158K	Buy	19,135 +100	+0.5%	+$731	﹤0.01%	577
2022 Q3	$126K	Buy	+19,035	New	+$126K	﹤0.01%	566

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

PAMP

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

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

JAM

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

WCM

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

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

CWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Buckingham Strategic Wealth's PSLV Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2024 at 14,035 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Buckingham Strategic Wealth first reported a position in PSLV in Q3 2022 and has held it in 8 quarters since. The position peaked at $158K in Q1 2023. 330 funds tracked by Wall St. Rank hold PSLV as of Q2 2024.

Buckingham Strategic Wealth held 14,035 shares of Sprott Physical Silver Trust worth $139K as of Q2 2024.
Buckingham Strategic Wealth left its Sprott Physical Silver Trust share count unchanged in Q2 2024.
Sprott Physical Silver Trust made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #727 holding.
Buckingham Strategic Wealth first reported a position in Sprott Physical Silver Trust in Q3 2022 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Sprott Physical Silver Trust position peaked at $158K in Q1 2023.
330 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.