VWA
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Visionary Wealth Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Visionary Wealth 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
Q2 		– Sell
-7,680
Closed -$272K – 691
2026
Q1 		$272K Sell
7,680
-3,650
-32% -$146K 0.01% 545
2025
Q4 		$388K Buy
11,330
+185
+2% +$5.44K 0.02% 442
2025
Q3 		$305K Hold
11,145
– – 0.01% 489
2025
Q2 		$198K Buy
11,145
+29
+0.3% +$461 0.01% 557
2025
Q1 		$167K Sell
11,116
-46,313
-81% -$628K 0.01% 526
2024
Q4 		$663K Sell
57,429
-7,622
-12% -$102K 0.04% 310
2024
Q3 		$863K Sell
65,051
-203
-0.3% -$2.56K 0.05% 273
2024
Q2 		$750K Sell
65,254
-10,773
-14% -$129K 0.05% 274
2024
Q1 		$772K Sell
76,027
-20,097
-21% -$181K 0.05% 263
2023
Q4 		$979K Sell
96,124
-11,782
-11% -$110K 0.07% 230
2023
Q3 		$925K Buy
107,906
+3,759
+4% +$36.1K 0.07% 218
2023
Q2 		$1.01M Buy
104,147
+578
+0.6% +$6.24K 0.08% 206
2023
Q1 		$1.19M Buy
103,569
+3,494
+3% +$37.5K 0.1% 180
2022
Q4 		$1.05M Buy
100,075
+3,094
+3% +$31.1K 0.1% 168
2022
Q3 		$866K Sell
96,981
-19,879
-17% -$184K 0.09% 178
2022
Q2 		$1.15M Buy
116,860
+26,869
+30% +$327K 0.1% 164
2022
Q1 		$1.28M Buy
89,991
+2,092
+2% +$27.6K 0.1% 160
2021
Q4 		$1.13M Sell
87,899
-4,320
-5% -$57.8K 0.09% 154
2021
Q3 		$1.14M Buy
92,219
+7,870
+9% +$109K 0.12% 130
2021
Q2 		$1.3M Buy
84,349
+31,609
+60% +$523K 0.13% 132
2021
Q1 		$778K Buy
+52,740
New +$848K 0.08% 158

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

Visionary Wealth Advisors's SLVP Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2026, closing a stake of 7,680 shares — an estimated $272K sold.

Visionary Wealth Advisors first reported a position in SLVP in Q1 2021 and held it in 21 quarters. The position peaked at $1.3M in Q2 2021. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Visionary Wealth Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,680 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $272K.
  • Visionary Wealth Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and held it in 21 quarters.
  • Visionary Wealth Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.3M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.