Wealthcare Advisory Partners’s Sprott Physical Silver Trust PSLV Stock Holding History

Wealthcare Advisory Partners’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	$3.88M	Sell	205,537 -281	-0.1%	-$6.62K	0.07%	219
2026 Q1	$5.02M	Sell	205,818 -146,990	-42%	-$4.01M	0.1%	180
2025 Q4	$8.34M	Buy	352,808 +49,793	+16%	+$912K	0.16%	122
2025 Q3	$4.76M	Buy	303,015 +22,511	+8%	+$301K	0.1%	177
2025 Q2	$3.43M	Buy	280,504 +1,974	+0.7%	+$22.4K	0.08%	208
2025 Q1	$3.23M	Buy	278,530 +7,876	+3%	+$85K	0.09%	200
2024 Q4	$2.61M	Sell	270,654 -5,761	-2%	-$60.8K	0.07%	224
2024 Q3	$2.89M	Sell	276,415 -10,081	-4%	-$101K	0.08%	210
2024 Q2	$2.84M	Buy	286,496 +887	+0.3%	+$8.61K	0.09%	187
2024 Q1	$2.37M	Sell	285,609 -4,164	-1%	-$32.6K	0.08%	208
2023 Q4	$2.34M	Buy	289,773 +2,213	+0.8%	+$17.5K	0.09%	174
2023 Q3	$2.18M	Buy	287,560 +1,652	+0.6%	+$13.3K	0.1%	160
2023 Q2	$2.23M	Sell	285,908 -2,335	-0.8%	-$19.4K	0.1%	165
2023 Q1	$2.4M	Sell	288,243 -36,352	-11%	-$281K	0.1%	158
2022 Q4	$2.67M	Sell	324,595 -7,676	-2%	-$56.1K	0.13%	134
2022 Q3	$2.2M	Buy	332,271 +11,555	+4%	+$76.6K	0.13%	133
2022 Q2	$2.21M	Buy	+320,716	New	+$2.51M	0.13%	108
2021 Q2	–	Sell	-195	Closed	-$2K	–	1520
2021 Q1	$2K	Buy	+195	New	+$1.84K	﹤0.01%	1908

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

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

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return