Sagespring Wealth Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Sagespring Wealth Partners’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	$439K	Sell	7,808 -16	-0.2%	-$1.11K	0.01%	565
2026 Q1	$560K	Buy	7,824 +596	+8%	+$47.6K	0.01%	468
2025 Q4	$489K	Buy	7,228 +65	+0.9%	+$3.42K	0.01%	479
2025 Q3	$319K	Buy	+7,163	New	+$270K	0.01%	594

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

Sagespring Wealth Partners's SIVR Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 0.2% in Q2 2026, selling an estimated $1.11K and leaving 7,808 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #565.

Sagespring Wealth Partners first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $560K in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Sagespring Wealth Partners held 7,808 shares of abrdn Physical Silver Shares ETF worth $439K as of Q2 2026.
Sagespring Wealth Partners sold 16 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $1.11K.
abrdn Physical Silver Shares ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #565 holding.
Sagespring Wealth Partners first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
Sagespring Wealth Partners's abrdn Physical Silver Shares ETF position peaked at $560K in Q1 2026.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.