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

EPG 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
2020
Q2 		– Sell
-200
Closed -$3K – 651
2020
Q1 		$3K Buy
+200
New +$3.26K ﹤0.01% 668

Other funds holding SIVR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
CBT
Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

EPG Wealth Management's SIVR Position: Q2 2020 in Review

EPG Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in SIVR in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 58 funds tracked by Wall St. Rank hold SIVR as of Q2 2020.

  • EPG Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 200 abrdn Physical Silver Shares ETF shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's abrdn Physical Silver Shares ETF position peaked at $3K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.