Focus Partners Wealth
SIVR icon

Focus Partners Wealth’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Focus Partners Wealth’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
Q1 		$3.59M Sell
50,104
-1,585
-3% -$126K ﹤0.01% 1063
2025
Q4 		$3.5M Buy
51,689
+27,832
+117% +$1.46M ﹤0.01% 1096
2025
Q3 		$1.06M Buy
23,857
+1,846
+8% +$69.6K ﹤0.01% 1261
2025
Q2 		$757K Buy
22,011
+414
+2% +$13.3K ﹤0.01% 1258
2025
Q1 		$702K Hold
21,597
– – ﹤0.01% 1196
2024
Q4 		$595K Sell
21,597
-7,791
-27% -$233K ﹤0.01% 1249
2024
Q3 		$874K Buy
29,388
+20,254
+222% +$570K ﹤0.01% 977
2024
Q2 		$254K Hold
9,134
– – ﹤0.01% 1110
2024
Q1 		$217K Sell
9,134
-1,000
-10% -$22.4K ﹤0.01% 913
2023
Q4 		$231K Buy
+10,134
New +$226K ﹤0.01% 726

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return