Carson Wealth (CWM LLC)
SIVR icon

Carson Wealth (CWM LLC)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.39M Buy
61,251
+1,726
+3% +$138K 0.01% 867
2025
Q4 		$4.03M Buy
59,525
+126
+0.2% +$6.62K 0.01% 866
2025
Q3 		$2.64M Buy
59,399
+398
+0.7% +$15K 0.01% 975
2025
Q2 		$2.03M Hold
59,001
– – 0.01% 943
2025
Q1 		$1.92M Sell
59,001
-1,077
-2% -$32.8K 0.01% 845
2024
Q4 		$1.66M Hold
60,078
– – 0.01% 855
2024
Q3 		$1.79M Buy
60,078
+59,678
+14,920% +$1.68M 0.01% 754
2024
Q2 		$11K Hold
400
– – ﹤0.01% 3499
2024
Q1 		$10K Buy
400
+100
+33% +$2.23K ﹤0.01% 3353
2023
Q4 		$7K Sell
300
-500
-63% -$11.1K ﹤0.01% 3372
2023
Q3 		$17K Sell
800
-400
-33% -$9.04K ﹤0.01% 2802
2023
Q2 		$26K Buy
1,200
+492
+69% +$11.4K ﹤0.01% 2462
2023
Q1 		$16K Buy
708
+100
+16% +$2.16K ﹤0.01% 2666
2022
Q4 		$14K Sell
608
-200
-25% -$4.09K ﹤0.01% 2619
2022
Q3 		$15K Buy
808
+700
+648% +$12.9K ﹤0.01% 2433
2022
Q2 		$2K Buy
+108
New +$2.35K ﹤0.01% 3404
2017
Q3 		– Sell
-227
Closed -$4K – 1556
2017
Q2 		$4K Sell
227
-702
-76% -$11.8K ﹤0.01% 925
2017
Q1 		$17K Sell
929
-29,542
-97% -$505K ﹤0.01% 630
2016
Q4 		$475K Sell
30,471
-13,966
-31% -$234K 0.03% 217
2016
Q3 		$834K Buy
+44,437
New +$853K 0.06% 177

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIVR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its abrdn Physical Silver Shares ETF (SIVR) stake by 2.9% in Q1 2026, buying an estimated $138K and bringing the position to 61,251 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #867.

Carson Wealth (CWM LLC) first reported a position in SIVR in Q3 2016 and has held it in 20 quarters since. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 61,251 shares of abrdn Physical Silver Shares ETF worth $4.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,726 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $138K.
  • abrdn Physical Silver Shares ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #867 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Physical Silver Shares ETF in Q3 2016 and has held it in 20 quarters since.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.