Burt Wealth Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-247	Closed	-$6K	–	308
2020 Q4	$6K	Hold	247	–	–	﹤0.01%	307
2020 Q3	$6K	Hold	247	–	–	﹤0.01%	305
2020 Q2	$4K	Hold	247	–	–	﹤0.01%	307
2020 Q1	$3K	Hold	247	–	–	﹤0.01%	334
2019 Q4	$4K	Hold	247	–	–	﹤0.01%	300
2019 Q3	$4K	Hold	247	–	–	﹤0.01%	303
2019 Q2	$4K	Hold	247	–	–	﹤0.01%	307
2019 Q1	$4K	Hold	247	–	–	﹤0.01%	314
2018 Q4	$4K	Buy	+247	New	+$3.5K	﹤0.01%	311
2018 Q3	–	Sell	-247	Closed	-$4K	–	396
2018 Q2	$4K	Hold	247	–	–	﹤0.01%	320
2018 Q1	$4K	Hold	247	–	–	﹤0.01%	330
2017 Q4	$4K	Hold	247	–	–	﹤0.01%	321
2017 Q3	$4K	Hold	247	–	–	﹤0.01%	312
2017 Q2	$4K	Hold	247	–	–	﹤0.01%	350
2017 Q1	$4K	Hold	247	–	–	﹤0.01%	308
2016 Q4	$4K	Hold	247	–	–	﹤0.01%	332
2016 Q3	$4K	Hold	247	–	–	﹤0.01%	332
2016 Q2	$4K	Hold	247	–	–	﹤0.01%	333
2016 Q1	$4K	Hold	247	–	–	﹤0.01%	406
2015 Q4	$3K	Hold	247	–	–	﹤0.01%	434
2015 Q3	$3K	Hold	247	–	–	﹤0.01%	336
2015 Q2	$3K	Hold	247	–	–	﹤0.01%	334
2015 Q1	$4K	Hold	247	–	–	﹤0.01%	298
2014 Q4	$4K	Buy	+247	New	+$4.01K	﹤0.01%	287

Other funds holding SIVR

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Burt Wealth Advisors's SIVR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2021, closing a stake of 247 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in SIVR in Q4 2014 and held it in 24 quarters. The position peaked at $6K in Q4 2020. 109 funds tracked by Wall St. Rank hold SIVR as of Q1 2021.

Burt Wealth Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 247 abrdn Physical Silver Shares ETF shares in Q1 2021, an estimated $6K.
Burt Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $6K in Q4 2020.
109 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.