VIPI
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Vista Investment Partners II’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Vista Investment Partners II’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 		– Sell
-7,833
Closed -$561K – 174
2026
Q1 		$561K Sell
7,833
-12,572
-62% -$1M 0.25% 84
2025
Q4 		$1.38M Buy
20,405
+3,243
+19% +$170K 0.59% 56
2025
Q3 		$763K Buy
+17,162
New +$647K 0.36% 64

Other funds holding SIVR

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Vista Investment Partners II's SIVR Position: Q2 2026 in Review

Vista Investment Partners II sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2026, closing a stake of 7,833 shares — an estimated $561K sold.

Vista Investment Partners II first reported a position in SIVR in Q3 2025 and held it in 3 quarters. The position peaked at $1.38M in Q4 2025. 140 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Vista Investment Partners II reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 7,833 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $561K.
  • Vista Investment Partners II first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and held it in 3 quarters.
  • Vista Investment Partners II's abrdn Physical Silver Shares ETF position peaked at $1.38M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.