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Next Financial Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Next Financial Group’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
2021
Q4 		$7K Buy
303
+72
+31% +$1.62K ﹤0.01% 2335
2021
Q3 		$5K Sell
231
-425
-65% -$9.95K ﹤0.01% 2275
2021
Q2 		$17K Sell
656
-162
-20% -$4.17K ﹤0.01% 1815
2021
Q1 		$19K Buy
818
+765
+1,443% +$19.4K ﹤0.01% 1670
2020
Q4 		$1K Sell
53
-2,128
-98% -$50.3K ﹤0.01% 2305
2020
Q3 		$49K Buy
+2,181
New +$51.5K 0.01% 1115
2020
Q2 		– Sell
-2,202
Closed -$30K – 1677
2020
Q1 		$30K Hold
2,202
– – ﹤0.01% 1137
2019
Q4 		$38K Sell
2,202
-213
-9% -$3.58K ﹤0.01% 1301
2019
Q3 		$40K Sell
2,415
-6
-0.2% -$99 ﹤0.01% 1210
2019
Q2 		$36K Hold
2,421
– – ﹤0.01% 1271
2019
Q1 		$36K Buy
+2,421
New +$36.6K 0.01% 815
2018
Q4 		– Sell
-385
Closed -$5K – 2089
2018
Q3 		$5K Buy
+385
New +$5.62K ﹤0.01% 1170
2017
Q4 		– Sell
-485
Closed -$8K – 1222
2017
Q3 		$8K Sell
485
-1,094
-69% -$18K ﹤0.01% 1301
2017
Q2 		$26K Hold
1,579
– – 0.01% 987
2017
Q1 		$27K Sell
1,579
-2,099
-57% -$35.9K 0.01% 943
2016
Q4 		$57K Sell
3,678
-551
-13% -$9.24K 0.01% 908
2016
Q3 		$79K Sell
4,229
-1,161
-22% -$22.3K 0.01% 754
2016
Q2 		$99K Sell
5,390
-220
-4% -$3.63K 0.03% 457
2016
Q1 		$84K Buy
5,610
+2,688
+92% +$39.3K 0.03% 470
2015
Q4 		$39K Sell
2,922
-190
-6% -$2.75K 0.01% 699
2015
Q3 		$44K Buy
3,112
+2,600
+508% +$38.1K 0.02% 671
2015
Q2 		$7K Buy
512
+359
+235% +$5.79K ﹤0.01% 1386
2015
Q1 		$2K Hold
153
– – ﹤0.01% 1707
2014
Q4 		$2K Sell
153
-3,360
-96% -$54.6K ﹤0.01% 1739
2014
Q3 		$59K Sell
3,513
-100
-3% -$1.94K 0.01% 864
2014
Q2 		$71K Buy
+3,613
New +$70K 0.04% 288

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's SIVR Position: Q4 2021 in Review

Next Financial Group increased its abrdn Physical Silver Shares ETF (SIVR) stake by 31% in Q4 2021, buying an estimated $1.62K and bringing the position to 303 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Next Financial Group first reported a position in SIVR in Q2 2014 and has held it in 26 quarters since. The position peaked at $99K in Q2 2016. 130 funds tracked by Wall St. Rank hold SIVR as of Q4 2021.

  • Next Financial Group held 303 shares of abrdn Physical Silver Shares ETF worth $7K as of Q4 2021.
  • Next Financial Group bought 72 abrdn Physical Silver Shares ETF shares in Q4 2021, an estimated $1.62K.
  • abrdn Physical Silver Shares ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2335 holding.
  • Next Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q2 2014 and has held it in 26 quarters since.
  • Next Financial Group's abrdn Physical Silver Shares ETF position peaked at $99K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.