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

Cornerstone 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	$201K	Buy	3,578 +180	+5%	+$12.5K	0.01%	720
2026 Q1	$243K	Buy	+3,398	New	+$271K	0.01%	624
2021 Q3	–	Sell	-8,709	Closed	-$219K	–	486
2021 Q2	$219K	Buy	8,709 +79	+0.9%	+$2.04K	0.02%	432
2021 Q1	$204K	Hold	8,630	–	–	0.02%	435
2020 Q4	$220K	Buy	+8,630	New	+$204K	0.03%	382
2019 Q2	–	Sell	-9,702	Closed	-$907K	–	482
2019 Q1	$907K	Buy	+9,702	New	+$147K	0.11%	194
2018 Q4	–	Sell	-174,129	Closed	-$10.5M	–	1009
2018 Q3	$10.5M	Buy	174,129 +10,538	+6%	+$154K	0.13%	173
2018 Q2	$10.6M	Buy	163,591 +152,989	+1,443%	+$2.46M	0.12%	186
2018 Q1	$173K	Hold	10,602	–	–	0.03%	367
2017 Q4	$176K	Buy	10,602 +87	+0.8%	+$1.42K	0.03%	387
2017 Q3	$174K	Sell	10,515 -1,084	-9%	-$17.8K	0.04%	375
2017 Q2	$177K	Sell	11,599 -1,548	-12%	-$26K	0.04%	367
2017 Q1	$236K	Sell	13,147 -291	-2%	-$4.97K	0.06%	294
2016 Q4	$214K	Sell	13,438 -541	-4%	-$9.07K	0.07%	259
2016 Q3	$244K	Buy	+13,979	New	+$268K	0.09%	227
2016 Q1	$237K	Buy	+14,131	New	+$207K	0.18%	82

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

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

Cornerstone Wealth Management increased its abrdn Physical Silver Shares ETF (SIVR) stake by 5.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,578 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #720.

Cornerstone Wealth Management first reported a position in SIVR in Q1 2016 and has held it in 16 quarters since. The position peaked at $10.6M in Q2 2018. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Cornerstone Wealth Management held 3,578 shares of abrdn Physical Silver Shares ETF worth $201K as of Q2 2026.
Cornerstone Wealth Management bought 180 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $12.5K.
abrdn Physical Silver Shares ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #720 holding.
Cornerstone Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q1 2016 and has held it in 16 quarters since.
Cornerstone Wealth Management's abrdn Physical Silver Shares ETF position peaked at $10.6M in Q2 2018.
352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.