CBIZ Investment Advisory Services’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

CBIZ Investment Advisory Services’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	$70.9K	Hold	990	–	–	﹤0.01%	75
2026 Q1	$70.9K	Hold	990	–	–	﹤0.01%	75
2025 Q4	$67K	Hold	990	–	–	﹤0.01%	117
2025 Q3	$44K	Hold	990	–	–	﹤0.01%	142
2025 Q2	$34.1K	Hold	990	–	–	﹤0.01%	172
2025 Q1	$32.2K	Hold	990	–	–	﹤0.01%	158
2024 Q4	$27.3K	Buy	+990	New	+$29.6K	﹤0.01%	176
2024 Q3	–	Sell	-1,000	Closed	-$27.8K	–	428
2024 Q2	$27.8K	Hold	1,000	–	–	﹤0.01%	131
2024 Q1	$23.8K	Buy	+1,000	New	+$22.4K	﹤0.01%	149
2021 Q3	–	Hold	0	–	–	–	68
2021 Q2	–	Hold	0	–	–	–	72
2021 Q1	–	Hold	0	–	–	–	65
2020 Q4	–	Hold	0	–	–	–	70
2020 Q3	–	Hold	0	–	–	–	76

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

CBIZ Investment Advisory Services's SIVR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 990 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #75.

CBIZ Investment Advisory Services first reported a position in SIVR in Q1 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

CBIZ Investment Advisory Services held 990 shares of abrdn Physical Silver Shares ETF worth $70.9K as of Q2 2026.
CBIZ Investment Advisory Services left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #75 holding.
CBIZ Investment Advisory Services first reported a position in abrdn Physical Silver Shares ETF in Q1 2024 and has held it in 9 quarters since.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.