BSW Wealth Partners’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

BSW Wealth Partners’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	$171K	Buy	12,090 +360	+3%	+$6.26K	0.02%	325
2026 Q1	$209K	Hold	11,730	–	–	0.03%	300
2025 Q4	$219K	Buy	+11,730	New	+$181K	0.03%	297
2022 Q2	–	Sell	-24,030	Closed	-$220K	–	304
2022 Q1	$220K	Hold	24,030	–	–	0.06%	260
2021 Q4	$216K	Buy	24,030 +920	+4%	+$8.56K	0.05%	235
2021 Q3	$208K	Buy	+23,110	New	+$220K	0.06%	233
2021 Q2	–	Sell	-26,860	Closed	-$299K	–	254
2021 Q1	$299K	Buy	+26,860	New	+$292K	0.09%	145

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

BSW Wealth Partners's PPLT Position: Q2 2026 in Review

BSW Wealth Partners increased its abrdn Physical Platinum Shares ETF (PPLT) stake by 3.1% in Q2 2026, buying an estimated $6.26K and bringing the position to 12,090 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #325.

BSW Wealth Partners first reported a position in PPLT in Q1 2021 and has held it in 7 quarters since. The position peaked at $299K in Q1 2021. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

BSW Wealth Partners held 12,090 shares of abrdn Physical Platinum Shares ETF worth $171K as of Q2 2026.
BSW Wealth Partners bought 360 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $6.26K.
abrdn Physical Platinum Shares ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #325 holding.
BSW Wealth Partners first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and has held it in 7 quarters since.
BSW Wealth Partners's abrdn Physical Platinum Shares ETF position peaked at $299K in Q1 2021.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.