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Milestone Asset Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Milestone Asset Management’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
2023
Q2 		– Sell
-133,928
Closed -$3.1M – 77
2023
Q1 		$3.1M Sell
133,928
-110,012
-45% -$2.38M 1.77% 16
2022
Q4 		$5.49M Buy
+243,940
New +$4.99M 3.27% 9

Other funds holding SIVR

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Milestone Asset Management's SIVR Position: Q2 2023 in Review

Milestone Asset Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2023, closing a stake of 133,928 shares — an estimated $3.1M sold.

Milestone Asset Management first reported a position in SIVR in Q4 2022 and held it in 2 quarters. The position peaked at $5.49M in Q4 2022. 157 funds tracked by Wall St. Rank hold SIVR as of Q2 2023.

  • Milestone Asset Management reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 133,928 abrdn Physical Silver Shares ETF shares in Q2 2023, an estimated $3.1M.
  • Milestone Asset Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Asset Management's abrdn Physical Silver Shares ETF position peaked at $5.49M in Q4 2022.
  • 157 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.