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Wagner Wealth Management (Pennsylvania)’s iShares Silver Trust SLV Stock Holding History

Wagner Wealth Management (Pennsylvania)’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,675
Closed -$1.33M – 127
2025
Q4 		$1.33M Buy
+20,675
New +$1.04M 1.31% 25

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wagner Wealth Management (Pennsylvania)'s SLV Position: Q1 2026 in Review

Wagner Wealth Management (Pennsylvania) sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 20,675 shares — an estimated $1.33M sold.

Wagner Wealth Management (Pennsylvania) first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.33M in Q4 2025. 1,568 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Wagner Wealth Management (Pennsylvania) reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Wagner Wealth Management (Pennsylvania) sold 20,675 iShares Silver Trust shares in Q1 2026, an estimated $1.33M.
  • Wagner Wealth Management (Pennsylvania) first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
  • Wagner Wealth Management (Pennsylvania)'s iShares Silver Trust position peaked at $1.33M in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 5 May 2026.