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

Milestone Wealth’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
2022
Q2 		– Sell
-3,934
Closed -$88K – 245
2022
Q1 		$88K Hold
3,934
– – 0.07% 93
2021
Q4 		$88K Buy
+3,934
New +$88.5K 0.07% 93

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SA
Sycale Advisors New York $326M AUM 6.53% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Milestone Wealth's SIVR Position: Q2 2022 in Review

Milestone Wealth sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2022, closing a stake of 3,934 shares — an estimated $88K sold.

Milestone Wealth first reported a position in SIVR in Q4 2021 and held it in 2 quarters. The position peaked at $88K in Q1 2022. 134 funds tracked by Wall St. Rank hold SIVR as of Q2 2022.

  • Milestone Wealth reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 3,934 abrdn Physical Silver Shares ETF shares in Q2 2022, an estimated $88K.
  • Milestone Wealth first reported a position in abrdn Physical Silver Shares ETF in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's abrdn Physical Silver Shares ETF position peaked at $88K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.