SMART Wealth’s Global X Silver Miners ETF NEW SIL Stock Holding History

SMART Wealth’s Portfolio SIL Stock Details SIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,263	Closed	-$405K	–	126
2023 Q4	$405K	Buy	14,263 +4,554	+47%	+$117K	0.22%	51
2023 Q3	$232K	Buy	9,709 +789	+9%	+$20.5K	0.17%	62
2023 Q2	$232K	Buy	8,920 +1,154	+15%	+$33.2K	0.18%	73
2023 Q1	$239K	Sell	7,766 -1,364	-15%	-$39.4K	0.21%	65
2022 Q4	$257K	Buy	+9,130	New	+$245K	0.19%	72

Other funds holding SIL

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

SMART Wealth's SIL Position: Q1 2024 in Review

SMART Wealth sold out of Global X Silver Miners ETF NEW (SIL) in Q1 2024, closing a stake of 14,263 shares — an estimated $405K sold.

SMART Wealth first reported a position in SIL in Q4 2022 and held it in 5 quarters. The position peaked at $405K in Q4 2023. 144 funds tracked by Wall St. Rank hold SIL as of Q1 2024.

SMART Wealth reported no remaining Global X Silver Miners ETF NEW position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 14,263 Global X Silver Miners ETF NEW shares in Q1 2024, an estimated $405K.
SMART Wealth first reported a position in Global X Silver Miners ETF NEW in Q4 2022 and held it in 5 quarters.
SMART Wealth's Global X Silver Miners ETF NEW position peaked at $405K in Q4 2023.
144 funds tracked by Wall St. Rank held Global X Silver Miners ETF NEW as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.