Independent Financial Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Independent Financial Group’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	–	Sell	-8,308	Closed	-$562K	–	1521
2025 Q4	$562K	Buy	+8,308	New	+$437K	0.01%	847
2024 Q1	–	Sell	-11,455	Closed	-$261K	–	1053
2023 Q4	$261K	Sell	11,455 -4,287	-27%	-$95.4K	0.01%	787
2023 Q3	$335K	Sell	15,742 -4,100	-21%	-$92.6K	0.02%	618
2023 Q2	$434K	Buy	19,842 +5,635	+40%	+$131K	0.03%	514
2023 Q1	$328K	Buy	14,207 +270	+2%	+$5.84K	0.03%	573
2022 Q4	$320K	Buy	13,937 +3,102	+29%	+$63.4K	0.03%	540
2022 Q3	$198K	Buy	+10,835	New	+$200K	0.02%	674

Other funds holding SIVR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's SIVR Position: Q1 2026 in Review

Independent Financial Group sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2026, closing a stake of 8,308 shares — an estimated $562K sold.

Independent Financial Group first reported a position in SIVR in Q3 2022 and held it in 7 quarters. The position peaked at $562K in Q4 2025. 390 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Independent Financial Group reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 8,308 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $562K.
Independent Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q3 2022 and held it in 7 quarters.
Independent Financial Group's abrdn Physical Silver Shares ETF position peaked at $562K in Q4 2025.
390 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.