UCM
SLVP icon

Up Capital Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Up Capital Management’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 		$233K Buy
+7,552
New +$269K 0.18% 20
2026
Q1 		– Sell
-9,702
Closed -$332K – 27
2025
Q4 		$332K Buy
+9,702
New +$285K 0.3% 19

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

Up Capital Management's SLVP Position: Q2 2026 in Review

Up Capital Management opened a new position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2026: 7,552 shares worth $233K. The stake represents 0.18% of the portfolio and ranks #20 among its holdings. This is a return to the name: Up Capital Management previously reported a position in SLVP as recently as Q4 2025.

Up Capital Management first reported a position in SLVP in Q4 2025 and has held it in 2 quarters since. The position peaked at $332K in Q4 2025. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Up Capital Management held 7,552 shares of iShares MSCI Global Silver and Metals Miners ETF worth $233K as of Q2 2026.
  • iShares MSCI Global Silver and Metals Miners ETF was a new Up Capital Management position in Q2 2026.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.18% of Up Capital Management's portfolio in Q2 2026, its #20 holding.
  • Up Capital Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • Up Capital Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $332K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Up Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.