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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

United Capital Financial Advisors's SLVP Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 3.7% in Q1 2026, buying an estimated $260K and bringing the position to 184,103 shares worth $6.53M. The position accounts for 0.04% of the portfolio, ranked #311.

United Capital Financial Advisors first reported a position in SLVP in Q4 2025 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

  • United Capital Financial Advisors held 184,103 shares of iShares MSCI Global Silver and Metals Miners ETF worth $6.53M as of Q1 2026.
  • United Capital Financial Advisors bought 6,511 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2026, an estimated $260K.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #311 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 2 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.