MWM
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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
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

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Modern Wealth Management's SIVR Position: Q1 2026 in Review

Modern Wealth Management increased its abrdn Physical Silver Shares ETF (SIVR) stake by 11% in Q1 2026, buying an estimated $144K and bringing the position to 18,741 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #365.

Modern Wealth Management first reported a position in SIVR in Q3 2025 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • Modern Wealth Management held 18,741 shares of abrdn Physical Silver Shares ETF worth $1.34M as of Q1 2026.
  • Modern Wealth Management bought 1,807 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $144K.
  • abrdn Physical Silver Shares ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #365 holding.
  • Modern Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.