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Pettinga Financial Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Pettinga Financial Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
145,110
-990
-0.7% -$23.3K 0.44% 45
2026
Q1 		$3.56M Sell
146,100
-42,490
-23% -$1.16M 0.67% 36
2025
Q4 		$4.46M Sell
188,590
-55,010
-23% -$1.01M 0.85% 30
2025
Q3 		$3.82M Buy
243,600
+13,500
+6% +$181K 0.75% 31
2025
Q2 		$2.82M Sell
230,100
-6,675
-3% -$75.6K 0.62% 35
2025
Q1 		$2.75M Buy
236,775
+7,430
+3% +$80.2K 0.65% 40
2024
Q4 		$2.21M Buy
229,345
+32,990
+17% +$348K 0.5% 43
2024
Q3 		$2.05M Buy
196,355
+38,490
+24% +$386K 0.49% 39
2024
Q2 		$1.57M Sell
157,865
-12,990
-8% -$126K 0.39% 44
2024
Q1 		$1.42M Buy
170,855
+8,250
+5% +$64.6K 0.36% 49
2023
Q4 		$1.31M Buy
162,605
+41,611
+34% +$329K 0.35% 50
2023
Q3 		$917K Buy
120,994
+34,824
+40% +$280K 0.28% 47
2023
Q2 		$671K Buy
86,170
+810
+0.9% +$6.73K 0.2% 50
2023
Q1 		$712K Buy
85,360
+2,530
+3% +$19.5K 0.22% 49
2022
Q4 		$683K Buy
82,830
+2,945
+4% +$21.5K 0.22% 57
2022
Q3 		$529K Buy
79,885
+8,385
+12% +$55.6K 0.18% 61
2022
Q2 		$493K Buy
71,500
+8,700
+14% +$68.1K 0.15% 67
2022
Q1 		$551K Buy
62,800
+43,550
+226% +$364K 0.14% 70
2021
Q4 		$154K Buy
19,250
+2,650
+16% +$21.6K 0.04% 108
2021
Q3 		$127K Sell
16,600
-13,350
-45% -$114K 0.03% 110
2021
Q2 		$278K Buy
29,950
+3,700
+14% +$35.4K 0.07% 89
2021
Q1 		$230K Buy
+26,250
New +$247K 0.07% 88

Other funds holding PSLV

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return