Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Amplify Junior Silver Miners ETF SILJ Stock Holding History

Kovitz Investment Group Partners’s Portfolio SILJ Stock Details SILJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,475
Closed -$288K – 1179
2025
Q3 		$288K Buy
12,475
+870
+7% +$15.2K ﹤0.01% 1216
2025
Q2 		$172K Buy
+11,605
New +$151K ﹤0.01% 1292

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Cetera Investment Advisers
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EG
Electrum Group New York $3.39B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SSG
Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Kovitz Investment Group Partners's SILJ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Amplify Junior Silver Miners ETF (SILJ) in Q4 2025, closing a stake of 12,475 shares — an estimated $288K sold.

Kovitz Investment Group Partners first reported a position in SILJ in Q2 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 200 funds tracked by Wall St. Rank hold SILJ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Amplify Junior Silver Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,475 Amplify Junior Silver Miners ETF shares in Q4 2025, an estimated $288K.
  • Kovitz Investment Group Partners first reported a position in Amplify Junior Silver Miners ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Amplify Junior Silver Miners ETF position peaked at $288K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Amplify Junior Silver Miners ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.