Foundations Investment Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Foundations Investment Advisors’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	$1.99M	Sell	35,360 -418	-1%	-$29.1K	0.02%	405
2026 Q1	$2.56M	Buy	35,778 +19,086	+114%	+$1.52M	0.03%	321
2025 Q4	$1.13M	Sell	16,692 -15,086	-47%	-$793K	0.01%	481
2025 Q3	$1.41M	Sell	31,778 -41,707	-57%	-$1.57M	0.02%	386
2025 Q2	$2.53M	Sell	73,485 -38,546	-34%	-$1.24M	0.04%	279
2025 Q1	$3.64M	Buy	112,031 +37,805	+51%	+$1.15M	0.07%	229
2024 Q4	$2.05M	Buy	74,226 +10,501	+16%	+$314K	0.04%	287
2024 Q3	$1.9M	Buy	63,725 +1,000	+2%	+$28.1K	0.04%	280
2024 Q2	$1.75M	Buy	62,725 +548	+0.9%	+$15.1K	0.04%	251
2024 Q1	$1.48M	Buy	62,177 +13,487	+28%	+$301K	0.04%	264
2023 Q4	$1.08M	Buy	+48,690	New	+$1.08M	0.03%	300

Other funds holding SIVR

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foundations Investment Advisors's SIVR Position: Q2 2026 in Review

Foundations Investment Advisors reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 1.2% in Q2 2026, selling an estimated $29.1K and leaving 35,360 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #405.

Foundations Investment Advisors first reported a position in SIVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q1 2025. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Foundations Investment Advisors held 35,360 shares of abrdn Physical Silver Shares ETF worth $1.99M as of Q2 2026.
Foundations Investment Advisors sold 418 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $29.1K.
abrdn Physical Silver Shares ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #405 holding.
Foundations Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $3.64M in Q1 2025.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.