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

Tortuga 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 Q3	$206K	Sell	3,600 -200	-5%	-$11.9K	0.15%	135
2026 Q2	$214K	Sell	3,800 -700	-16%	-$48.8K	0.16%	129
2026 Q1	$322K	Sell	4,500 -2,200	-33%	-$176K	0.3%	72
2025 Q4	$453K	Buy	+6,700	New	+$352K	0.48%	51

Other funds holding SIVR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tortuga Wealth Management's SIVR Position: Q3 2026 in Review

Tortuga Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 5.3% in Q3 2026, selling an estimated $11.9K and leaving 3,600 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #135.

Tortuga Wealth Management first reported a position in SIVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $453K in Q4 2025. 219 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

Tortuga Wealth Management held 3,600 shares of abrdn Physical Silver Shares ETF worth $206K as of Q3 2026.
Tortuga Wealth Management sold 200 abrdn Physical Silver Shares ETF shares in Q3 2026, an estimated $11.9K.
abrdn Physical Silver Shares ETF made up 0.15% of Tortuga Wealth Management's portfolio in Q3 2026, its #135 holding.
Tortuga Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 4 quarters since.
Tortuga Wealth Management's abrdn Physical Silver Shares ETF position peaked at $453K in Q4 2025.
219 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.