Avantax Advisory Services’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Avantax Advisory Services’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
2022 Q4	–	Sell	-5,050	Closed	-$203K	–	1454
2022 Q3	$203K	Buy	+5,050	New	+$195K	﹤0.01%	1210
2022 Q2	–	Sell	-5,020	Closed	-$207K	–	1368
2022 Q1	$207K	Buy	+5,020	New	+$218K	﹤0.01%	1182

Other funds holding PALL

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Avantax Advisory Services's PALL Position: Q4 2022 in Review

Avantax Advisory Services sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2022, closing a stake of 5,050 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in PALL in Q1 2022 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 77 funds tracked by Wall St. Rank hold PALL as of Q4 2022.

Avantax Advisory Services reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 5,050 abrdn Physical Palladium Shares ETF shares in Q4 2022, an estimated $203K.
Avantax Advisory Services first reported a position in abrdn Physical Palladium Shares ETF in Q1 2022 and held it in 2 quarters.
Avantax Advisory Services's abrdn Physical Palladium Shares ETF position peaked at $207K in Q1 2022.
77 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.