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 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foundations Investment Advisors's SIVR Position: Q1 2026 in Review

Foundations Investment Advisors increased its abrdn Physical Silver Shares ETF (SIVR) stake by 114% in Q1 2026, buying an estimated $1.52M and bringing the position to 35,778 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #321.

Foundations Investment Advisors first reported a position in SIVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.64M in Q1 2025. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Foundations Investment Advisors held 35,778 shares of abrdn Physical Silver Shares ETF worth $2.56M as of Q1 2026.
Foundations Investment Advisors bought 19,086 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $1.52M.
abrdn Physical Silver Shares ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #321 holding.
Foundations Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2023 and has held it in 10 quarters since.
Foundations Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $3.64M in Q1 2025.
389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.