Optivise Advisory Services’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Optivise Advisory Services’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	–	Sell	-9,932	Closed	-$711K	–	241
2026 Q1	$711K	Buy	9,932 +878	+10%	+$70.1K	0.43%	66
2025 Q4	$612K	Buy	+9,054	New	+$476K	0.35%	79

Other funds holding SIVR

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Optivise Advisory Services's SIVR Position: Q2 2026 in Review

Optivise Advisory Services sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2026, closing a stake of 9,932 shares — an estimated $711K sold.

Optivise Advisory Services first reported a position in SIVR in Q4 2025 and held it in 2 quarters. The position peaked at $711K in Q1 2026. 116 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Optivise Advisory Services reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2026 after selling out during the quarter.
Optivise Advisory Services sold 9,932 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $711K.
Optivise Advisory Services first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and held it in 2 quarters.
Optivise Advisory Services's abrdn Physical Silver Shares ETF position peaked at $711K in Q1 2026.
116 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.