Wealthspire Advisors (New York)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$316K	Buy	4,419 +390	+10%	+$31.1K	﹤0.01%	703
2025 Q4	$273K	Hold	4,029	–	–	﹤0.01%	845
2025 Q3	$179K	Buy	+4,029	New	+$152K	﹤0.01%	831

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s SIVR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its abrdn Physical Silver Shares ETF (SIVR) stake by 9.7% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,419 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Wealthspire Advisors (New York) first reported a position in SIVR in Q3 2025 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Wealthspire Advisors (New York) held 4,419 shares of abrdn Physical Silver Shares ETF worth $316K as of Q1 2026.
Wealthspire Advisors (New York) bought 390 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $31.1K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #703 holding.
Wealthspire Advisors (New York) first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 3 quarters since.
388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.