Kestra Private Wealth Services’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Kestra Private Wealth 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	$279K	Sell	4,970 -400	-7%	-$27.9K	﹤0.01%	1531
2026 Q1	$385K	Sell	5,370 -946	-15%	-$75.5K	﹤0.01%	1338
2025 Q4	$427K	Sell	6,316 -613	-9%	-$32.2K	0.01%	1259
2025 Q3	$308K	Sell	6,929 -11,739	-63%	-$442K	﹤0.01%	1345
2025 Q2	$642K	Sell	18,668 -3,898	-17%	-$125K	0.01%	924
2025 Q1	$734K	Sell	22,566 -24,963	-53%	-$760K	0.01%	795
2024 Q4	$1.31M	Sell	47,529 -351	-0.7%	-$10.5K	0.02%	556
2024 Q3	$1.42M	Buy	47,880 +20,088	+72%	+$565K	0.03%	515
2024 Q2	$774K	Buy	27,792 +18,341	+194%	+$505K	0.02%	664
2024 Q1	$225K	Sell	9,451 -1,155	-11%	-$25.8K	0.01%	1129
2023 Q4	$241K	Buy	+10,606	New	+$236K	0.01%	1039
2022 Q2	–	Sell	-11,674	Closed	-$278K	–	1000
2022 Q1	$278K	Sell	11,674 -17,597	-60%	-$408K	0.01%	773
2021 Q4	$656K	Buy	+29,271	New	+$659K	0.03%	506

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Private Wealth Services's SIVR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 7.4% in Q2 2026, selling an estimated $27.9K and leaving 4,970 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Kestra Private Wealth Services first reported a position in SIVR in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.42M in Q3 2024. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Kestra Private Wealth Services held 4,970 shares of abrdn Physical Silver Shares ETF worth $279K as of Q2 2026.
Kestra Private Wealth Services sold 400 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $27.9K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1531 holding.
Kestra Private Wealth Services first reported a position in abrdn Physical Silver Shares ETF in Q4 2021 and has held it in 13 quarters since.
Kestra Private Wealth Services's abrdn Physical Silver Shares ETF position peaked at $1.42M in Q3 2024.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.