Optimum Investment Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Optimum Investment Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,000	Closed	-$28K	–	887
2022 Q1	$28K	Hold	2,000	–	–	0.01%	530
2021 Q4	$26K	Hold	2,000	–	–	0.01%	561
2021 Q3	$25K	Hold	2,000	–	–	0.01%	567
2021 Q2	$31K	Hold	2,000	–	–	0.01%	596
2021 Q1	$30K	Buy	+2,000	New	+$32.1K	0.01%	603

Other funds holding SLVP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Optimum Investment Advisors's SLVP Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2022, closing a stake of 2,000 shares — an estimated $28K sold.

Optimum Investment Advisors first reported a position in SLVP in Q1 2021 and held it in 5 quarters. The position peaked at $31K in Q2 2021. 52 funds tracked by Wall St. Rank hold SLVP as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2022, an estimated $28K.
Optimum Investment Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and held it in 5 quarters.
Optimum Investment Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $31K in Q2 2021.
52 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.