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Ethos Financial Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Ethos Financial Group’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 		$915K Sell
16,803
-2,741
-14% -$191K 0.06% 242
2026
Q1 		$1.39M Buy
19,544
+12,713
+186% +$1.01M 0.1% 166
2025
Q4 		$462K Buy
+6,831
New +$359K 0.03% 302

Other funds holding SIVR

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ethos Financial Group's SIVR Position: Q2 2026 in Review

Ethos Financial Group reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 14% in Q2 2026, selling an estimated $191K and leaving 16,803 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #242.

Ethos Financial Group first reported a position in SIVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Ethos Financial Group held 16,803 shares of abrdn Physical Silver Shares ETF worth $915K as of Q2 2026.
  • Ethos Financial Group sold 2,741 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $191K.
  • abrdn Physical Silver Shares ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #242 holding.
  • Ethos Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's abrdn Physical Silver Shares ETF position peaked at $1.39M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.