VFA
SIVR icon

Valeo Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-299
Closed -$7K – 1601
2021
Q1 		$7K Hold
299
– – ﹤0.01% 1471
2020
Q4 		$8K Hold
299
– – ﹤0.01% 1261
2020
Q3 		$7K Buy
+299
New +$7.06K ﹤0.01% 1176
2020
Q2 		– Sell
-500
Closed -$7K – 2143
2020
Q1 		$7K Buy
+500
New +$8.16K ﹤0.01% 1222

Other funds holding SIVR

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valeo Financial Advisors's SIVR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2021, closing a stake of 299 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in SIVR in Q1 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 117 funds tracked by Wall St. Rank hold SIVR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 299 abrdn Physical Silver Shares ETF shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q1 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $8K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.