Plan Group Financial’s Sprott Silver Miners & Physical Silver ETF SLVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$473K Sell
8,000
-2,000
-20% -$134K 0.11% 130
2025
Q4
$558K Buy
+10,000
New +$477K 0.14% 113

Other funds holding SLVR

Plan Group Financial's SLVR Position: Q1 2026 in Review

Plan Group Financial reduced its Sprott Silver Miners & Physical Silver ETF (SLVR) stake by 20% in Q1 2026, selling an estimated $134K and leaving 8,000 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #130.

Plan Group Financial first reported a position in SLVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $558K in Q4 2025. 100 funds tracked by Wall St. Rank hold SLVR as of Q1 2026.

  • Plan Group Financial held 8,000 shares of Sprott Silver Miners & Physical Silver ETF worth $473K as of Q1 2026.
  • Plan Group Financial sold 2,000 Sprott Silver Miners & Physical Silver ETF shares in Q1 2026, an estimated $134K.
  • Sprott Silver Miners & Physical Silver ETF made up 0.11% of Plan Group Financial's portfolio in Q1 2026, its #130 holding.
  • Plan Group Financial first reported a position in Sprott Silver Miners & Physical Silver ETF in Q4 2025 and has held it in 2 quarters since.
  • Plan Group Financial's Sprott Silver Miners & Physical Silver ETF position peaked at $558K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.