Discipline Wealth Solutions
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Discipline Wealth Solutions’s Sprott Physical Silver Trust PSLV Stock Holding History

Discipline Wealth Solutions’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
2026
Q3 		$2.73M Buy
140,899
+99,513
+240% +$2.03M 0.24% 61
2026
Q2 		$781K Buy
41,386
+5,464
+15% +$129K 0.07% 100
2026
Q1 		$876K Buy
+35,922
New +$980K 0.09% 79

Other funds holding PSLV

Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Cedrus Wealth Group LLC
Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

Discipline Wealth Solutions's PSLV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Sprott Physical Silver Trust (PSLV) stake by 240% in Q3 2026, buying an estimated $2.03M and bringing the position to 140,899 shares worth $2.73M. The position accounts for 0.24% of the portfolio, ranked #61.

Discipline Wealth Solutions first reported a position in PSLV in Q1 2026 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

  • Discipline Wealth Solutions held 140,899 shares of Sprott Physical Silver Trust worth $2.73M as of Q3 2026.
  • Discipline Wealth Solutions bought 99,513 Sprott Physical Silver Trust shares in Q3 2026, an estimated $2.03M.
  • Sprott Physical Silver Trust made up 0.24% of Discipline Wealth Solutions's portfolio in Q3 2026, its #61 holding.
  • Discipline Wealth Solutions first reported a position in Sprott Physical Silver Trust in Q1 2026 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.