Acumen Wealth Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Acumen Wealth Advisors’s Portfolio PPLT Stock Details PPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Sell	1,059 -491	-32%	-$8.53K	﹤0.01%	278
2026 Q1	$27.6K	Buy	1,550 +200	+15%	+$4K	0.01%	187
2025 Q4	$25.2K	Buy	+1,350	New	+$20.8K	0.01%	190

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Acumen Wealth Advisors's PPLT Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 32% in Q2 2026, selling an estimated $8.53K and leaving 1,059 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Acumen Wealth Advisors first reported a position in PPLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.6K in Q1 2026. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Acumen Wealth Advisors held 1,059 shares of abrdn Physical Platinum Shares ETF worth $15K as of Q2 2026.
Acumen Wealth Advisors sold 491 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $8.53K.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #278 holding.
Acumen Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2025 and has held it in 3 quarters since.
Acumen Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $27.6K in Q1 2026.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.