HWA
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Heartwood Wealth Advisors’s Amplify Junior Silver Miners ETF SILJ Stock Holding History

Heartwood Wealth Advisors’s Portfolio SILJ Stock Details SILJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
55,316
+5,427
+11% +$161K 0.11% 84
2026
Q1 		$1.48M Sell
49,889
-37,827
-43% -$1.25M 0.13% 77
2025
Q4 		$2.43M Buy
87,716
+3,438
+4% +$84.8K 0.22% 50
2025
Q3 		$1.95M Buy
84,278
+1,433
+2% +$25.1K 0.18% 53
2025
Q2 		$1.23M Buy
82,845
+167
+0.2% +$2.17K 0.13% 68
2025
Q1 		$1M Buy
+82,678
New +$934K 0.11% 71
2024
Q1 		– Sell
-76,608
Closed -$766K – 161
2023
Q4 		$766K Hold
76,608
– – 0.1% 65
2023
Q3 		$650K Buy
76,608
+37,029
+94% +$350K 0.1% 71
2023
Q2 		$371K Buy
39,579
+507
+1% +$5.28K 0.05% 98
2023
Q1 		$434K Buy
39,072
+1,878
+5% +$19.9K 0.06% 84
2022
Q4 		$392K Buy
37,194
+5,523
+17% +$55.9K 0.06% 87
2022
Q3 		$289K Sell
31,671
-760,720
-96% -$7.03M 0.05% 94
2022
Q2 		$7.54M Sell
792,391
-46
-0% -$550 1.24% 23
2022
Q1 		$11.2M Buy
792,437
+248,981
+46% +$3.21M 1.66% 20
2021
Q4 		$6.78M Buy
543,456
+18,480
+4% +$239K 1.02% 25
2021
Q3 		$6.2M Buy
+524,976
New +$7.04M 0.97% 26

Other funds holding SILJ

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Heartwood Wealth Advisors's SILJ Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Amplify Junior Silver Miners ETF (SILJ) stake by 11% in Q2 2026, buying an estimated $161K and bringing the position to 55,316 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #84.

Heartwood Wealth Advisors first reported a position in SILJ in Q3 2021 and has held it in 16 quarters since. The position peaked at $11.2M in Q1 2022. 32 funds tracked by Wall St. Rank hold SILJ as of Q2 2026.

  • Heartwood Wealth Advisors held 55,316 shares of Amplify Junior Silver Miners ETF worth $1.43M as of Q2 2026.
  • Heartwood Wealth Advisors bought 5,427 Amplify Junior Silver Miners ETF shares in Q2 2026, an estimated $161K.
  • Amplify Junior Silver Miners ETF made up 0.11% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Heartwood Wealth Advisors first reported a position in Amplify Junior Silver Miners ETF in Q3 2021 and has held it in 16 quarters since.
  • Heartwood Wealth Advisors's Amplify Junior Silver Miners ETF position peaked at $11.2M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Amplify Junior Silver Miners ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.