Apella Capital’s Platinum Group Metals PLG Stock Holding History

Apella Capital’s Portfolio PLG Stock Details PLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.9K	Hold	19,950	–	–	﹤0.01%	791
2026 Q2	$26.3K	Sell	19,950 -3,050	-13%	-$5.11K	﹤0.01%	710
2026 Q1	$45.5K	Buy	23,000 +628	+3%	+$1.52K	﹤0.01%	674
2025 Q4	$52.8K	Sell	22,372 -6,928	-24%	-$16.7K	﹤0.01%	526
2025 Q3	$80.9K	Buy	29,300 +9,000	+44%	+$15.3K	﹤0.01%	469
2025 Q2	$31.5K	Buy	+20,300	New	+$27.2K	﹤0.01%	421

Other funds holding PLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Apella Capital's PLG Position: Q3 2026 in Review

Apella Capital held its Platinum Group Metals (PLG) position steady in Q3 2026 at 19,950 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Apella Capital first reported a position in PLG in Q2 2025 and has held it in 6 quarters since. The position peaked at $80.9K in Q3 2025. 3 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

Apella Capital held 19,950 shares of Platinum Group Metals worth $24.9K as of Q3 2026.
Apella Capital left its Platinum Group Metals share count unchanged in Q3 2026.
Platinum Group Metals made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #791 holding.
Apella Capital first reported a position in Platinum Group Metals in Q2 2025 and has held it in 6 quarters since.
Apella Capital's Platinum Group Metals position peaked at $80.9K in Q3 2025.
3 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.