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

Simplicity Wealth’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	$3.42M	Buy	60,819 +1,195	+2%	+$83.3K	0.12%	184
2026 Q1	$4.27M	Buy	59,624 +3,717	+7%	+$297K	0.24%	93
2025 Q4	$3.78M	Buy	55,907 +640	+1%	+$33.6K	0.23%	102
2025 Q3	$2.46M	Buy	55,267 +24,963	+82%	+$941K	0.14%	159
2025 Q2	$1.04M	Buy	+30,304	New	+$972K	0.04%	324

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

Simplicity Wealth's SIVR Position: Q2 2026 in Review

Simplicity Wealth increased its abrdn Physical Silver Shares ETF (SIVR) stake by 2% in Q2 2026, buying an estimated $83.3K and bringing the position to 60,819 shares worth $3.42M. The position accounts for 0.12% of the portfolio, ranked #184.

Simplicity Wealth first reported a position in SIVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.27M in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Simplicity Wealth held 60,819 shares of abrdn Physical Silver Shares ETF worth $3.42M as of Q2 2026.
Simplicity Wealth bought 1,195 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $83.3K.
abrdn Physical Silver Shares ETF made up 0.12% of Simplicity Wealth's portfolio in Q2 2026, its #184 holding.
Simplicity Wealth first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and has held it in 5 quarters since.
Simplicity Wealth's abrdn Physical Silver Shares ETF position peaked at $4.27M in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.