KFS
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Kaizen Financial Strategies’s Sprott Physical Silver Trust PSLV Stock Holding History

Kaizen Financial Strategies’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,600
Closed -$271K – 188
2026
Q1 		$271K Buy
10,600
+800
+8% +$21.8K 0.11% 138
2025
Q4 		$232K Buy
+9,800
New +$180K 0.1% 146

Other funds holding PSLV

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kaizen Financial Strategies's PSLV Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Sprott Physical Silver Trust (PSLV) in Q2 2026, closing a stake of 10,600 shares — an estimated $271K sold.

Kaizen Financial Strategies first reported a position in PSLV in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 202 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Sprott Physical Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,600 Sprott Physical Silver Trust shares in Q2 2026, an estimated $271K.
  • Kaizen Financial Strategies first reported a position in Sprott Physical Silver Trust in Q4 2025 and held it in 2 quarters.
  • Kaizen Financial Strategies's Sprott Physical Silver Trust position peaked at $271K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.