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Root Financial Partners’s Sprott Physical Silver Trust PSLV Stock Holding History

Root Financial Partners’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 		– Sell
-3,000
Closed -$73.2K – 2472
2026
Q1 		$73.2K Buy
+3,000
New +$81.9K ﹤0.01% 705

Other funds holding PSLV

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Root Financial Partners's PSLV Position: Q2 2026 in Review

Root Financial Partners sold out of Sprott Physical Silver Trust (PSLV) in Q2 2026, closing a stake of 3,000 shares — an estimated $73.2K sold.

Root Financial Partners first reported a position in PSLV in Q1 2026 and held it in 1 quarter. The position peaked at $73.2K in Q1 2026. 191 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Root Financial Partners reported no remaining Sprott Physical Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,000 Sprott Physical Silver Trust shares in Q2 2026, an estimated $73.2K.
  • Root Financial Partners first reported a position in Sprott Physical Silver Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sprott Physical Silver Trust position peaked at $73.2K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.