Capital Advisors Inc’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Capital Advisors Inc’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	$678K	Hold	48,000	–	–	0.01%	200
2026 Q1	$856K	Hold	48,000	–	–	0.01%	173
2025 Q4	$895K	Hold	48,000	–	–	0.01%	165
2025 Q3	$686K	Buy	48,000 +23,350	+95%	+$295K	0.01%	182
2025 Q2	$303K	Buy	+24,650	New	+$241K	0.01%	261

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

Capital Advisors Inc's PPLT Position: Q2 2026 in Review

Capital Advisors Inc held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q2 2026 at 48,000 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #200.

Capital Advisors Inc first reported a position in PPLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $895K in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Capital Advisors Inc held 48,000 shares of abrdn Physical Platinum Shares ETF worth $678K as of Q2 2026.
Capital Advisors Inc left its abrdn Physical Platinum Shares ETF share count unchanged in Q2 2026.
abrdn Physical Platinum Shares ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #200 holding.
Capital Advisors Inc first reported a position in abrdn Physical Platinum Shares ETF in Q2 2025 and has held it in 5 quarters since.
Capital Advisors Inc's abrdn Physical Platinum Shares ETF position peaked at $895K in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.