VisionPoint Advisory Group’s Sprott Physical Silver Trust PSLV Stock Holding History

VisionPoint Advisory Group’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 Q2	–	Sell	-13,875	Closed	-$338K	–	514
2026 Q1	$338K	Buy	13,875 +2,242	+19%	+$61.2K	0.06%	297
2025 Q4	$275K	Sell	11,633 -3,454	-23%	-$63.3K	0.05%	318
2025 Q3	$237K	Hold	15,087	–	–	0.05%	351
2025 Q2	$185K	Hold	15,087	–	–	0.04%	353
2025 Q1	$175K	Sell	15,087 -2,866	-16%	-$30.9K	0.06%	202
2024 Q4	$177K	Buy	17,953 +115	+0.6%	+$1.21K	0.06%	193
2024 Q3	$186K	Sell	17,838 -48	-0.3%	-$481	0.06%	179
2024 Q2	$178K	Buy	+17,886	New	+$174K	0.06%	171

Other funds holding PSLV

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM