Carson Wealth (CWM LLC)’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Carson Wealth (CWM LLC)’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	$53.9K	Buy	+2,000	New	+$61.9K	﹤0.01%	3768
2023 Q4	–	Sell	-20	Closed	–	–	4416
2023 Q3	$0	Hold	20	–	–	﹤0.01%	4450
2023 Q2	$0	Buy	+20	New	+$533	﹤0.01%	4392
2022 Q4	–	Sell	-480	Closed	-$19K	–	4176
2022 Q3	$19K	Buy	+480	New	+$18.5K	﹤0.01%	2258
2021 Q2	$63K	Hold	1,210	–	–	﹤0.01%	1307
2021 Q1	$63K	Hold	1,210	–	–	﹤0.01%	1307
2020 Q4	$63K	Hold	1,210	–	–	﹤0.01%	1307
2020 Q3	$63K	Hold	1,210	–	–	﹤0.01%	1307
2020 Q2	$63K	Hold	1,210	–	–	﹤0.01%	1307
2020 Q1	$63K	Hold	1,210	–	–	﹤0.01%	1307
2019 Q4	$63K	Hold	1,210	–	–	﹤0.01%	1307
2019 Q3	$63K	Hold	1,210	–	–	﹤0.01%	1307
2019 Q2	$63K	Hold	1,210	–	–	﹤0.01%	1306
2019 Q1	$63K	Buy	+1,210	New	+$32.9K	﹤0.01%	1306

Other funds holding PALL

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PALL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in abrdn Physical Palladium Shares ETF (PALL) in Q1 2026: 2,000 shares worth $53.9K. The stake represents ﹤0.01% of the portfolio and ranks #3768 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in PALL as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in PALL in Q1 2019 and has held it in 14 quarters since. The position peaked at $63K in Q2 2021. 124 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

Carson Wealth (CWM LLC) held 2,000 shares of abrdn Physical Palladium Shares ETF worth $53.9K as of Q1 2026.
abrdn Physical Palladium Shares ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3768 holding.
Carson Wealth (CWM LLC) first reported a position in abrdn Physical Palladium Shares ETF in Q1 2019 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s abrdn Physical Palladium Shares ETF position peaked at $63K in Q2 2021.
124 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.