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

Modern Wealth 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
2026
Q2 		$1.12M Buy
19,997
+1,256
+7% +$87.5K 0.01% 494
2026
Q1 		$1.34M Buy
18,741
+1,807
+11% +$144K 0.02% 365
2025
Q4 		$1.15M Buy
16,934
+5,256
+45% +$276K 0.02% 382
2025
Q3 		$519K Buy
+11,678
New +$440K 0.01% 498

Other funds holding SIVR

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Modern Wealth Management's SIVR Position: Q2 2026 in Review

Modern Wealth Management increased its abrdn Physical Silver Shares ETF (SIVR) stake by 6.7% in Q2 2026, buying an estimated $87.5K and bringing the position to 19,997 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #494.

Modern Wealth Management first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Modern Wealth Management held 19,997 shares of abrdn Physical Silver Shares ETF worth $1.12M as of Q2 2026.
  • Modern Wealth Management bought 1,256 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $87.5K.
  • abrdn Physical Silver Shares ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Modern Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's abrdn Physical Silver Shares ETF position peaked at $1.34M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.