Vision Retirement’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Vision Retirement’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
2026 Q2	$106K	Buy	1,889 +888	+89%	+$61.9K	0.03%	170
2026 Q1	$71.7K	Sell	1,001 -23,396	-96%	-$1.87M	0.02%	186
2025 Q4	$1.65M	Buy	+24,397	New	+$1.28M	0.44%	44

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vision Retirement's SIVR Position: Q2 2026 in Review

Vision Retirement increased its abrdn Physical Silver Shares ETF (SIVR) stake by 89% in Q2 2026, buying an estimated $61.9K and bringing the position to 1,889 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #170.

Vision Retirement first reported a position in SIVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2025. 330 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Vision Retirement held 1,889 shares of abrdn Physical Silver Shares ETF worth $106K as of Q2 2026.
Vision Retirement bought 888 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $61.9K.
abrdn Physical Silver Shares ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #170 holding.
Vision Retirement first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's abrdn Physical Silver Shares ETF position peaked at $1.65M in Q4 2025.
330 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.