Valmark Advisers
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Valmark Advisers’s Sprott Physical Silver Trust PSLV Stock Holding History

Valmark Advisers’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-24,669
Closed -$466K – 768
2026
Q2 		$466K Hold
24,669
– – ﹤0.01% 517
2026
Q1 		$602K Buy
24,669
+9,577
+63% +$261K 0.01% 432
2025
Q4 		$357K Buy
+15,092
New +$276K ﹤0.01% 517

Other funds holding PSLV

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valmark Advisers's PSLV Position: Q3 2026 in Review

Valmark Advisers sold out of Sprott Physical Silver Trust (PSLV) in Q3 2026, closing a stake of 24,669 shares — an estimated $466K sold.

Valmark Advisers first reported a position in PSLV in Q4 2025 and held it in 3 quarters. The position peaked at $602K in Q1 2026. 271 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

  • Valmark Advisers reported no remaining Sprott Physical Silver Trust position as of Q3 2026 after selling out during the quarter.
  • Valmark Advisers sold 24,669 Sprott Physical Silver Trust shares in Q3 2026, an estimated $466K.
  • Valmark Advisers first reported a position in Sprott Physical Silver Trust in Q4 2025 and held it in 3 quarters.
  • Valmark Advisers's Sprott Physical Silver Trust position peaked at $602K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.