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Center for Financial Planning’s Sprott Physical Silver Trust PSLV Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-3,383
Closed -$41.4K – 695
2025
Q2 		$41.4K Hold
3,383
– – ﹤0.01% 317
2025
Q1 		$39.2K Buy
+3,383
New +$36.5K 0.01% 304

Other funds holding PSLV

BlackRock
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Center for Financial Planning's PSLV Position: Q3 2025 in Review

Center for Financial Planning sold out of Sprott Physical Silver Trust (PSLV) in Q3 2025, closing a stake of 3,383 shares — an estimated $41.4K sold.

Center for Financial Planning first reported a position in PSLV in Q1 2025 and held it in 2 quarters. The position peaked at $41.4K in Q2 2025. 420 funds tracked by Wall St. Rank hold PSLV as of Q3 2025.

  • Center for Financial Planning reported no remaining Sprott Physical Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 3,383 Sprott Physical Silver Trust shares in Q3 2025, an estimated $41.4K.
  • Center for Financial Planning first reported a position in Sprott Physical Silver Trust in Q1 2025 and held it in 2 quarters.
  • Center for Financial Planning's Sprott Physical Silver Trust position peaked at $41.4K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.