Focus Financial Network’s Sprott Physical Silver Trust PSLV Stock Holding History

Focus Financial Network’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 Q2	$314K	Sell	16,663 -1,710	-9%	-$40.3K	0.01%	607
2026 Q1	$448K	Sell	18,373 -999	-5%	-$27.3K	0.02%	484
2025 Q4	$458K	Buy	19,372 +5,619	+41%	+$103K	0.02%	469
2025 Q3	$216K	Sell	13,753 -550	-4%	-$7.36K	0.01%	691
2025 Q2	$175K	Sell	14,303 -1,055	-7%	-$11.9K	0.01%	695
2025 Q1	$178K	Buy	15,358 +2,565	+20%	+$27.7K	0.01%	672
2024 Q4	$123K	Hold	12,793	–	–	﹤0.01%	661
2024 Q3	$134K	Buy	12,793 +209	+2%	+$2.1K	0.01%	662
2024 Q2	$130K	Buy	12,584 +800	+7%	+$7.76K	0.01%	651
2024 Q1	$112K	Hold	11,784	–	–	0.01%	618
2023 Q4	$95.2K	Hold	11,784	–	–	﹤0.01%	699
2023 Q3	$89.3K	Hold	11,784	–	–	0.01%	575
2023 Q2	$91.8K	Hold	11,784	–	–	0.01%	580
2023 Q1	$98.3K	Hold	11,784	–	–	0.01%	560
2022 Q4	$97.1K	Buy	+11,784	New	+$86.1K	0.01%	466

Other funds holding PSLV

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return