Buckingham Strategic Wealth’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Buckingham Strategic Wealth’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
2023 Q2	–	Sell	-7,020	Closed	-$232K	–	715
2023 Q1	$232K	Hold	7,020	–	–	﹤0.01%	537
2022 Q4	$232K	Hold	7,020	–	–	﹤0.01%	539
2022 Q3	$282K	Hold	7,020	–	–	0.01%	479
2022 Q2	$251K	Hold	7,020	–	–	0.01%	504
2022 Q1	$293K	Hold	7,020	–	–	0.01%	476
2021 Q4	$247K	Hold	7,020	–	–	﹤0.01%	522
2021 Q3	$250K	Hold	7,020	–	–	0.01%	509
2021 Q2	$365K	Hold	7,020	–	–	0.01%	424
2021 Q1	$344K	Hold	7,020	–	–	0.02%	408
2020 Q4	$322K	Hold	7,020	–	–	0.02%	406
2020 Q3	$304K	Hold	7,020	–	–	0.02%	364
2020 Q2	$257K	Sell	7,020 -120	-2%	-$4.47K	0.02%	342
2020 Q1	$317K	Buy	7,140 +120	+2%	+$5.17K	0.03%	334
2019 Q4	$257K	Buy	+7,020	New	+$238K	0.02%	390

Other funds holding PALL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Buckingham Strategic Wealth's PALL Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2023, closing a stake of 7,020 shares — an estimated $232K sold.

Buckingham Strategic Wealth first reported a position in PALL in Q4 2019 and held it in 14 quarters. The position peaked at $365K in Q2 2021. 64 funds tracked by Wall St. Rank hold PALL as of Q2 2023.

Buckingham Strategic Wealth reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 7,020 abrdn Physical Palladium Shares ETF shares in Q2 2023, an estimated $232K.
Buckingham Strategic Wealth first reported a position in abrdn Physical Palladium Shares ETF in Q4 2019 and held it in 14 quarters.
Buckingham Strategic Wealth's abrdn Physical Palladium Shares ETF position peaked at $365K in Q2 2021.
64 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.