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Jeppson Wealth Management’s Global X Silver Miners ETF NEW SIL Stock Holding History

Jeppson Wealth Management’s Portfolio SIL Stock Details SIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Sell
6,428
-50
-0.8% -$4.93K 0.18% 111
2025
Q4 		$541K Sell
6,478
-50
-0.8% -$3.69K 0.17% 110
2025
Q3 		$468K Sell
6,528
-200
-3% -$11.2K 0.15% 130
2025
Q2 		$324K Sell
6,728
-50
-0.7% -$2.13K 0.11% 160
2025
Q1 		$267K Sell
6,778
-50
-0.7% -$1.8K 0.1% 167
2024
Q4 		$217K Hold
6,828
– – 0.08% 186
2024
Q3 		$240K Hold
6,828
– – 0.09% 177
2024
Q2 		$213K Buy
+6,828
New +$220K 0.08% 189
2024
Q1 		– Sell
-7,599
Closed -$216K – 215
2023
Q4 		$216K Sell
7,599
-6,035
-44% -$155K 0.09% 187
2023
Q3 		$326K Sell
13,634
-591
-4% -$15.4K 0.15% 137
2023
Q2 		$370K Buy
14,225
+966
+7% +$27.8K 0.16% 127
2023
Q1 		$407K Buy
13,259
+64
+0.5% +$1.85K 0.18% 121
2022
Q4 		$372K Buy
13,195
+463
+4% +$12.4K 0.16% 125
2022
Q3 		$307K Buy
+12,732
New +$313K 0.14% 134
2022
Q2 		– Sell
-6,390
Closed -$232K – 196
2022
Q1 		$232K Sell
6,390
-978
-13% -$34.7K 0.11% 152
2021
Q4 		$270K Buy
+7,368
New +$279K 0.13% 131
2020
Q4 		– Sell
-2,406
Closed -$104K – 381
2020
Q3 		$104K Buy
+2,406
New +$110K 0.08% 164

Other funds holding SIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jeppson Wealth Management's SIL Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Global X Silver Miners ETF NEW (SIL) stake by 0.77% in Q1 2026, selling an estimated $4.93K and leaving 6,428 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #111.

Jeppson Wealth Management first reported a position in SIL in Q3 2020 and has held it in 17 quarters since. 327 funds tracked by Wall St. Rank hold SIL as of Q1 2026.

  • Jeppson Wealth Management held 6,428 shares of Global X Silver Miners ETF NEW worth $579K as of Q1 2026.
  • Jeppson Wealth Management sold 50 Global X Silver Miners ETF NEW shares in Q1 2026, an estimated $4.93K.
  • Global X Silver Miners ETF NEW made up 0.18% of Jeppson Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Jeppson Wealth Management first reported a position in Global X Silver Miners ETF NEW in Q3 2020 and has held it in 17 quarters since.
  • 327 funds tracked by Wall St. Rank held Global X Silver Miners ETF NEW as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.