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Advisor Group’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Advisor Group’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$630K Buy
17,215
+1,995
+13% +$67.7K ﹤0.01% 1510
2019
Q3 		$485K Sell
15,220
-960
-6% -$27.8K ﹤0.01% 1638
2019
Q2 		$471K Buy
16,180
+1,255
+8% +$33K ﹤0.01% 1660
2019
Q1 		$389K Sell
14,925
-880
-6% -$24K ﹤0.01% 1770
2018
Q4 		$376K Buy
15,805
+14,010
+781% +$307K ﹤0.01% 1612
2018
Q3 		$36K Sell
1,795
-7,045
-80% -$127K ﹤0.01% 3519
2018
Q2 		$160K Buy
8,840
+1,115
+14% +$20.7K ﹤0.01% 2149
2018
Q1 		$140K Sell
7,725
-805
-9% -$15.8K ﹤0.01% 2262
2017
Q4 		$173K Sell
8,530
-2,975
-26% -$56.4K ﹤0.01% 2129
2017
Q3 		$207K Buy
11,505
+7,310
+174% +$126K ﹤0.01% 1827
2017
Q2 		$68K Sell
4,195
-2,950
-41% -$46.3K ﹤0.01% 2606
2017
Q1 		$109K Buy
7,145
+6,290
+736% +$92.6K ﹤0.01% 2097
2016
Q4 		$11K Sell
855
-8,050
-90% -$106K ﹤0.01% 3577
2016
Q3 		$123K Buy
8,905
+7,390
+488% +$96.6K ﹤0.01% 1863
2016
Q2 		$16K Buy
+1,515
New +$16.6K ﹤0.01% 3212

Other funds holding PALL

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's PALL Position: Q4 2019 in Review

Advisor Group increased its abrdn Physical Palladium Shares ETF (PALL) stake by 13% in Q4 2019, buying an estimated $67.7K and bringing the position to 17,215 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Advisor Group first reported a position in PALL in Q2 2016 and has held it in 15 quarters since. 44 funds tracked by Wall St. Rank hold PALL as of Q4 2019.

  • Advisor Group held 17,215 shares of abrdn Physical Palladium Shares ETF worth $630K as of Q4 2019.
  • Advisor Group bought 1,995 abrdn Physical Palladium Shares ETF shares in Q4 2019, an estimated $67.7K.
  • abrdn Physical Palladium Shares ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1510 holding.
  • Advisor Group first reported a position in abrdn Physical Palladium Shares ETF in Q2 2016 and has held it in 15 quarters since.
  • 44 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.