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United Capital Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

United Capital Financial Advisors’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
Q2 		$5.67M Sell
184,102
-1
-0% -$36 0.03% 355
2026
Q1 		$6.53M Buy
184,103
+6,511
+4% +$260K 0.04% 311
2025
Q4 		$6.09M Buy
+177,592
New +$5.23M 0.04% 319

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Capital Financial Advisors's SLVP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 0% in Q2 2026, selling an estimated $36 and leaving 184,102 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #355.

United Capital Financial Advisors first reported a position in SLVP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.53M in Q1 2026. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • United Capital Financial Advisors held 184,102 shares of iShares MSCI Global Silver and Metals Miners ETF worth $5.67M as of Q2 2026.
  • United Capital Financial Advisors sold 1 iShares MSCI Global Silver and Metals Miners ETF share in Q2 2026, an estimated $36.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #355 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $6.53M in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.