HP
SLVR

Holistic Planning’s Sprott Silver Miners & Physical Silver ETF SLVR Stock Holding History

Holistic Planning’s Portfolio SLVR Stock Details SLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,527
Closed -$209K – 348
2026
Q1 		$209K Buy
+3,527
New +$236K 0.04% 285

Other funds holding SLVR

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Holistic Planning's SLVR Position: Q2 2026 in Review

Holistic Planning sold out of Sprott Silver Miners & Physical Silver ETF (SLVR) in Q2 2026, closing a stake of 3,527 shares — an estimated $209K sold.

Holistic Planning first reported a position in SLVR in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 89 funds tracked by Wall St. Rank hold SLVR as of Q2 2026.

  • Holistic Planning reported no remaining Sprott Silver Miners & Physical Silver ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 3,527 Sprott Silver Miners & Physical Silver ETF shares in Q2 2026, an estimated $209K.
  • Holistic Planning first reported a position in Sprott Silver Miners & Physical Silver ETF in Q1 2026 and held it in 1 quarter.
  • Holistic Planning's Sprott Silver Miners & Physical Silver ETF position peaked at $209K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.