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

Clarus 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
2019 Q3	–	Sell	-1,000	Closed	-$15K	–	482
2019 Q2	$15K	Sell	1,000 -5,600	-85%	-$81K	0.01%	399
2019 Q1	$97K	Hold	6,600	–	–	0.07%	200
2018 Q4	$99K	Sell	6,600 -1,150	-15%	-$16.3K	0.16%	163
2018 Q3	$110K	Buy	7,750 +1,950	+34%	+$28.5K	0.07%	198
2018 Q2	$92K	Buy	+5,800	New	+$93.4K	0.07%	208

Other funds holding SIVR

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

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

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Clarus Wealth Advisors's SIVR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2019, closing a stake of 1,000 shares — an estimated $15K sold.

Clarus Wealth Advisors first reported a position in SIVR in Q2 2018 and held it in 5 quarters. The position peaked at $110K in Q3 2018. 49 funds tracked by Wall St. Rank hold SIVR as of Q3 2019.

Clarus Wealth Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 abrdn Physical Silver Shares ETF shares in Q3 2019, an estimated $15K.
Clarus Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $110K in Q3 2018.
49 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.