Copia Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Copia Wealth Management’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	$9.05K	Sell	161 -11	-6%	-$766	0.01%	350
2026 Q1	$12.3K	Sell	172 -5	-3%	-$399	0.01%	307
2025 Q4	$12K	Buy	177 +134	+312%	+$7.04K	0.01%	308
2025 Q3	$1.91K	Buy	43 +8	+23%	+$301	﹤0.01%	406
2025 Q2	$1.2K	Buy	+35	New	+$1.12K	﹤0.01%	412

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

Copia Wealth Management's SIVR Position: Q2 2026 in Review

Copia Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 6.4% in Q2 2026, selling an estimated $766 and leaving 161 shares worth $9.05K. The position accounts for 0.01% of the portfolio, ranked #350.

Copia Wealth Management first reported a position in SIVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.3K in Q1 2026. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Copia Wealth Management held 161 shares of abrdn Physical Silver Shares ETF worth $9.05K as of Q2 2026.
Copia Wealth Management sold 11 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $766.
abrdn Physical Silver Shares ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #350 holding.
Copia Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and has held it in 5 quarters since.
Copia Wealth Management's abrdn Physical Silver Shares ETF position peaked at $12.3K in Q1 2026.
352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.