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

Plan Group Financial’s Portfolio SLVR Stock Details SLVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$344K	Buy	6,800 +800	+13%	+$44.9K	0.07%	162
2026 Q2	$301K	Sell	6,000 -2,000	-25%	-$118K	0.06%	174
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

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Plan Group Financial's SLVR Position: Q3 2026 in Review

Plan Group Financial increased its Sprott Silver Miners & Physical Silver ETF (SLVR) stake by 13% in Q3 2026, buying an estimated $44.9K and bringing the position to 6,800 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #162.

Plan Group Financial first reported a position in SLVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $558K in Q4 2025. 18 funds tracked by Wall St. Rank hold SLVR as of Q3 2026.

Plan Group Financial held 6,800 shares of Sprott Silver Miners & Physical Silver ETF worth $344K as of Q3 2026.
Plan Group Financial bought 800 Sprott Silver Miners & Physical Silver ETF shares in Q3 2026, an estimated $44.9K.
Sprott Silver Miners & Physical Silver ETF made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #162 holding.
Plan Group Financial first reported a position in Sprott Silver Miners & Physical Silver ETF in Q4 2025 and has held it in 4 quarters since.
Plan Group Financial's Sprott Silver Miners & Physical Silver ETF position peaked at $558K in Q4 2025.
18 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.