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Money Concepts Capital’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,663
Closed -$84.2K – 2503
2022
Q4 		$84.2K Sell
3,663
-125
-3% -$2.56K ﹤0.01% 1039
2022
Q3 		$69K Buy
3,788
+1,475
+64% +$27.3K ﹤0.01% 650
2022
Q2 		$44K Sell
2,313
-2,320
-50% -$50.5K ﹤0.01% 728
2022
Q1 		$110K Buy
+4,633
New +$107K 0.01% 951

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Money Concepts Capital's SIVR Position: Q1 2023 in Review

Money Concepts Capital sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2023, closing a stake of 3,663 shares — an estimated $84.2K sold.

Money Concepts Capital first reported a position in SIVR in Q1 2022 and held it in 4 quarters. The position peaked at $110K in Q1 2022. 151 funds tracked by Wall St. Rank hold SIVR as of Q1 2023.

  • Money Concepts Capital reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,663 abrdn Physical Silver Shares ETF shares in Q1 2023, an estimated $84.2K.
  • Money Concepts Capital first reported a position in abrdn Physical Silver Shares ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's abrdn Physical Silver Shares ETF position peaked at $110K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.