SFG Wealth Management
SLVP icon

SFG Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

SFG Wealth Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553K Hold
15,812
– – 0.2% 68
2026
Q2 		$487K Buy
15,812
+1,412
+10% +$50.4K 0.18% 75
2026
Q1 		$511K Buy
+14,400
New +$576K 0.21% 63

Other funds holding SLVP

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Asset One Wealth Management
Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

SFG Wealth Management's SLVP Position: Q3 2026 in Review

SFG Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q3 2026 at 15,812 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #68.

SFG Wealth Management first reported a position in SLVP in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold SLVP as of Q3 2026.

  • SFG Wealth Management held 15,812 shares of iShares MSCI Global Silver and Metals Miners ETF worth $553K as of Q3 2026.
  • SFG Wealth Management left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.2% of SFG Wealth Management's portfolio in Q3 2026, its #68 holding.
  • SFG Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.