Kelly Financial Services’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Kelly Financial Services’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	$230K	Hold	4,095	–	–	0.05%	129
2026 Q1	$293K	Sell	4,095 -163	-4%	-$13K	0.07%	96
2025 Q4	$288K	Buy	+4,258	New	+$224K	0.07%	90
2024 Q3	–	Sell	-1,000	Closed	-$27.8K	–	637
2024 Q2	$27.8K	Hold	1,000	–	–	0.01%	286
2024 Q1	$23.8K	Hold	1,000	–	–	0.01%	305
2023 Q4	$22.8K	Sell	1,000 -1,556	-61%	-$34.6K	0.01%	295
2023 Q3	$54.3K	Hold	2,556	–	–	0.02%	173
2023 Q2	$55.8K	Buy	2,556 +1,556	+156%	+$36.1K	0.03%	173
2023 Q1	$23.1K	Hold	1,000	–	–	0.01%	265
2022 Q4	$23K	Hold	1,000	–	–	0.01%	254
2022 Q3	$18.3K	Hold	1,000	–	–	0.01%	267
2022 Q2	$19.5K	Hold	1,000	–	–	0.01%	255
2022 Q1	$23.9K	Hold	1,000	–	–	0.01%	256
2021 Q4	$22.4K	Hold	1,000	–	–	0.01%	258
2021 Q3	$21.4K	Sell	1,000 -24,190	-96%	-$566K	0.01%	252
2021 Q2	$1M	Buy	25,190 +24,190	+2,419%	+$623K	0.04%	123
2021 Q1	$23.6K	Hold	1,000	–	–	0.01%	202
2020 Q4	$25.6K	Hold	1,000	–	–	0.02%	173
2020 Q3	$22.5K	Hold	1,000	–	–	0.02%	163
2020 Q2	$17.6K	Hold	1,000	–	–	0.01%	178
2020 Q1	$13.5K	Hold	1,000	–	–	0.02%	184
2019 Q4	$17.3K	Buy	+1,000	New	+$16.8K	0.01%	178

Other funds holding SIVR

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kelly Financial Services's SIVR Position: Q2 2026 in Review

Kelly Financial Services held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 4,095 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #129.

Kelly Financial Services first reported a position in SIVR in Q4 2019 and has held it in 22 quarters since. The position peaked at $1M in Q2 2021. 45 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Kelly Financial Services held 4,095 shares of abrdn Physical Silver Shares ETF worth $230K as of Q2 2026.
Kelly Financial Services left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #129 holding.
Kelly Financial Services first reported a position in abrdn Physical Silver Shares ETF in Q4 2019 and has held it in 22 quarters since.
Kelly Financial Services's abrdn Physical Silver Shares ETF position peaked at $1M in Q2 2021.
45 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.