Leading Edge Financial Planning’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Leading Edge Financial Planning’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	$282K	Hold	5,023	–	–	0.05%	60
2026 Q1	$360K	Hold	5,023	–	–	0.08%	47
2025 Q4	$340K	Buy	5,023 +227	+5%	+$11.9K	0.08%	46
2025 Q3	$213K	Buy	+4,796	New	+$181K	0.05%	60

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

Leading Edge Financial Planning's SIVR Position: Q2 2026 in Review

Leading Edge Financial Planning held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 5,023 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #60.

Leading Edge Financial Planning first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Leading Edge Financial Planning held 5,023 shares of abrdn Physical Silver Shares ETF worth $282K as of Q2 2026.
Leading Edge Financial Planning left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #60 holding.
Leading Edge Financial Planning first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
Leading Edge Financial Planning's abrdn Physical Silver Shares ETF position peaked at $360K in Q1 2026.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.