Intentional Wealth Strategies’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Intentional Wealth Strategies’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	$630K	Buy	11,212 +2,141	+24%	+$149K	0.59%	30
2026 Q1	$650K	Buy	+9,071	New	+$724K	0.6%	27

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

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

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

Intentional Wealth Strategies's SIVR Position: Q2 2026 in Review

Intentional Wealth Strategies increased its abrdn Physical Silver Shares ETF (SIVR) stake by 24% in Q2 2026, buying an estimated $149K and bringing the position to 11,212 shares worth $630K. The position accounts for 0.59% of the portfolio, ranked #30.

Intentional Wealth Strategies first reported a position in SIVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $650K in Q1 2026. 330 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Intentional Wealth Strategies held 11,212 shares of abrdn Physical Silver Shares ETF worth $630K as of Q2 2026.
Intentional Wealth Strategies bought 2,141 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $149K.
abrdn Physical Silver Shares ETF made up 0.59% of Intentional Wealth Strategies's portfolio in Q2 2026, its #30 holding.
Intentional Wealth Strategies first reported a position in abrdn Physical Silver Shares ETF in Q1 2026 and has held it in 2 quarters since.
Intentional Wealth Strategies's abrdn Physical Silver Shares ETF position peaked at $650K in Q1 2026.
330 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.