Bogart Wealth LLC’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Bogart Wealth LLC’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	$159K	Hold	11,250	–	–	0.01%	324
2026 Q1	$201K	Buy	11,250 +10,000	+800%	+$200K	0.01%	254
2025 Q4	$23.3K	Hold	1,250	–	–	﹤0.01%	639
2025 Q3	$17.9K	Hold	1,250	–	–	﹤0.01%	696
2025 Q2	$15.4K	Buy	+1,250	New	+$12.2K	﹤0.01%	692
2024 Q2	–	Sell	-510	Closed	-$4.26K	–	1163
2024 Q1	$4.26K	Hold	510	–	–	﹤0.01%	798
2023 Q4	$4.65K	Hold	510	–	–	﹤0.01%	761
2023 Q3	$4.26K	Hold	510	–	–	﹤0.01%	755
2023 Q2	$4.27K	Hold	510	–	–	﹤0.01%	746
2023 Q1	$4.69K	Hold	510	–	–	﹤0.01%	731
2022 Q4	$5.06K	Hold	510	–	–	﹤0.01%	661
2022 Q3	$4K	Hold	510	–	–	﹤0.01%	737
2022 Q2	$4K	Hold	510	–	–	﹤0.01%	692
2022 Q1	$5K	Buy	+510	New	+$4.89K	﹤0.01%	581

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

Bogart Wealth LLC's PPLT Position: Q2 2026 in Review

Bogart Wealth LLC held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q2 2026 at 11,250 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #324.

Bogart Wealth LLC first reported a position in PPLT in Q1 2022 and has held it in 14 quarters since. The position peaked at $201K in Q1 2026. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Bogart Wealth LLC held 11,250 shares of abrdn Physical Platinum Shares ETF worth $159K as of Q2 2026.
Bogart Wealth LLC left its abrdn Physical Platinum Shares ETF share count unchanged in Q2 2026.
abrdn Physical Platinum Shares ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #324 holding.
Bogart Wealth LLC first reported a position in abrdn Physical Platinum Shares ETF in Q1 2022 and has held it in 14 quarters since.
Bogart Wealth LLC's abrdn Physical Platinum Shares ETF position peaked at $201K in Q1 2026.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.