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SHP Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

SHP Wealth Management’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
Q1 		$224K Sell
3,130
-35
-1% -$2.79K 0.02% 247
2025
Q4 		$214K Buy
+3,165
New +$166K 0.02% 242

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's SIVR Position: Q1 2026 in Review

SHP Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 1.1% in Q1 2026, selling an estimated $2.79K and leaving 3,130 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #247.

SHP Wealth Management first reported a position in SIVR in Q4 2025 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • SHP Wealth Management held 3,130 shares of abrdn Physical Silver Shares ETF worth $224K as of Q1 2026.
  • SHP Wealth Management sold 35 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $2.79K.
  • abrdn Physical Silver Shares ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #247 holding.
  • SHP Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.