Avior Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Avior Wealth Management’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	$145K	Buy	+10,240	New	+$178K	﹤0.01%	775
2025 Q1	–	Sell	-8,970	Closed	-$74.5K	–	1906
2024 Q4	$74.5K	Buy	8,970 +5,390	+151%	+$47.7K	﹤0.01%	997
2024 Q3	$32.1K	Sell	3,580 -870	-20%	-$7.68K	﹤0.01%	1269
2024 Q2	$40.7K	Buy	4,450 +2,200	+98%	+$19.8K	﹤0.01%	1173
2024 Q1	$18.8K	Hold	2,250	–	–	﹤0.01%	1637
2023 Q4	$20.5K	Hold	2,250	–	–	﹤0.01%	882
2023 Q3	$18.8K	Sell	2,250 -2,140	-49%	-$18.4K	﹤0.01%	949
2023 Q2	$36.7K	Hold	4,390	–	–	﹤0.01%	828
2023 Q1	$40.4K	Hold	4,390	–	–	﹤0.01%	827
2022 Q4	$43.6K	Buy	4,390 +2,140	+95%	+$19.3K	﹤0.01%	648
2022 Q3	$17K	Hold	2,250	–	–	﹤0.01%	766
2022 Q2	$18K	Hold	2,250	–	–	﹤0.01%	689
2022 Q1	$20K	Hold	2,250	–	–	﹤0.01%	713
2021 Q4	$20K	Sell	2,250 -1,380	-38%	-$12.8K	﹤0.01%	710
2021 Q3	$32K	Buy	3,630 +2,760	+317%	+$26.3K	﹤0.01%	604
2021 Q2	$8K	Hold	870	–	–	﹤0.01%	780
2021 Q1	$9K	Hold	870	–	–	﹤0.01%	778
2020 Q4	$8K	Buy	+870	New	+$7.68K	﹤0.01%	743
2014 Q4	–	Sell	-1,250	Closed	-$16K	–	338
2014 Q3	$16K	Hold	1,250	–	–	0.01%	206
2014 Q2	$18K	Hold	1,250	–	–	0.02%	202
2014 Q1	$17K	Buy	+1,250	New	+$17.4K	0.01%	201

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

Avior Wealth Management's PPLT Position: Q2 2026 in Review

Avior Wealth Management opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026: 10,240 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in PPLT as recently as Q4 2024.

Avior Wealth Management first reported a position in PPLT in Q1 2014 and has held it in 21 quarters since. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Avior Wealth Management held 10,240 shares of abrdn Physical Platinum Shares ETF worth $145K as of Q2 2026.
abrdn Physical Platinum Shares ETF was a new Avior Wealth Management position in Q2 2026.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #775 holding.
Avior Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q1 2014 and has held it in 21 quarters since.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.