Retirement Financial Solutions’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Retirement Financial Solutions’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	$341K	Buy	6,067 +564	+10%	+$39.3K	0.08%	45
2026 Q1	$394K	Sell	5,503 -957	-15%	-$76.4K	0.11%	43
2025 Q4	$437K	Sell	6,460 -1,082	-14%	-$56.9K	0.13%	40
2025 Q3	$335K	Buy	+7,542	New	+$284K	0.11%	41

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Retirement Financial Solutions's SIVR Position: Q2 2026 in Review

Retirement Financial Solutions increased its abrdn Physical Silver Shares ETF (SIVR) stake by 10% in Q2 2026, buying an estimated $39.3K and bringing the position to 6,067 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #45.

Retirement Financial Solutions first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $437K in Q4 2025. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Retirement Financial Solutions held 6,067 shares of abrdn Physical Silver Shares ETF worth $341K as of Q2 2026.
Retirement Financial Solutions bought 564 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $39.3K.
abrdn Physical Silver Shares ETF made up 0.08% of Retirement Financial Solutions's portfolio in Q2 2026, its #45 holding.
Retirement Financial Solutions first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
Retirement Financial Solutions's abrdn Physical Silver Shares ETF position peaked at $437K in Q4 2025.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.