ALPS Advisors’s Piedmont Lithium PLL Stock Holding History

ALPS Advisors’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-33,637	Closed	-$212K	–	1052
2025 Q1	$212K	Buy	33,637 +17,097	+103%	+$137K	﹤0.01%	958
2024 Q4	$145K	Buy	16,540 +6,475	+64%	+$76K	﹤0.01%	981
2024 Q3	$89.9K	Sell	10,065 -31,259	-76%	-$282K	﹤0.01%	988
2024 Q2	$412K	Sell	41,324 -4,464	-10%	-$57K	﹤0.01%	629
2024 Q1	$610K	Sell	45,788 -14,978	-25%	-$240K	﹤0.01%	570
2023 Q4	$1.72M	Buy	+60,766	New	+$1.78M	0.01%	360

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ALPS Advisors's PLL Position: Q2 2025 in Review

ALPS Advisors sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 33,637 shares — an estimated $212K sold.

ALPS Advisors first reported a position in PLL in Q4 2023 and held it in 6 quarters. The position peaked at $1.72M in Q4 2023. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

ALPS Advisors reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
ALPS Advisors sold 33,637 Piedmont Lithium shares in Q2 2025, an estimated $212K.
ALPS Advisors first reported a position in Piedmont Lithium in Q4 2023 and held it in 6 quarters.
ALPS Advisors's Piedmont Lithium position peaked at $1.72M in Q4 2023.
87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on ALPS Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.