BRWA
PALL icon

B. Riley Wealth Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

B. Riley Wealth Advisors’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
2026
Q1 		– Sell
-33,470
Closed -$973K – 1058
2025
Q4 		$973K Buy
+33,470
New +$902K 0.04% 352
2022
Q4 		– Sell
-19,325
Closed -$777K – 1565
2022
Q3 		$777K Buy
+19,325
New +$746K 0.02% 584
2021
Q2 		– Sell
-11,330
Closed -$555K – 1432
2021
Q1 		$555K Buy
+11,330
New +$510K 0.02% 683
2015
Q1 		– Sell
-4,495
Closed -$69 – 1548
2014
Q4 		$69 Buy
+4,495
New +$68.7K ﹤0.01% 1929
2014
Q3 		– Sell
-4,800
Closed -$78.9K – 1506
2014
Q2 		$78.9K Buy
+4,800
New +$76.3K 0.02% 827

Other funds holding PALL

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return