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Belpointe Asset Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Belpointe Asset Management’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 		$373K Sell
13,835
-12,930
-48% -$400K 0.01% 790
2025
Q4 		$778K Sell
26,765
-73,285
-73% -$1.97M 0.03% 525
2025
Q3 		$2.28M Sell
100,050
-4,855
-5% -$104K 0.09% 200
2025
Q2 		$2.11M Buy
+104,905
New +$1.9M 0.09% 200
2024
Q2 		– Sell
-29,885
Closed -$559K – 910
2024
Q1 		$559K Buy
29,885
+1,630
+6% +$29.3K 0.04% 413
2023
Q4 		$571K Sell
28,255
-4,405
-13% -$88.8K 0.05% 330
2023
Q3 		$752K Buy
32,660
+1,680
+5% +$38.8K 0.08% 249
2023
Q2 		$705K Buy
30,980
+7,730
+33% +$206K 0.07% 248
2023
Q1 		$628K Buy
23,250
+9,360
+67% +$271K 0.03% 468
2022
Q4 		$459K Buy
+13,890
New +$499K 0.03% 575

Other funds holding PALL

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $90.6B AUM 36.98% 1-Year Est. Return