Carson Wealth (CWM LLC)
PPLT

Carson Wealth (CWM LLC)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Carson Wealth (CWM 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
Q1 		$89.1K Buy
+5,000
New +$100K ﹤0.01% 3371
2025
Q3 		– Sell
-10
Closed – – 5477
2025
Q2 		$0 Sell
10
-750
-99% -$7.34K ﹤0.01% 5259
2025
Q1 		$7K Hold
760
– – ﹤0.01% 4307
2024
Q4 		$6K Hold
760
– – ﹤0.01% 4144
2024
Q3 		$7K Hold
760
– – ﹤0.01% 3961
2024
Q2 		$7K Buy
760
+10
+1% +$90 ﹤0.01% 3730
2024
Q1 		$6K Buy
+750
New +$6.27K ﹤0.01% 3598
2022
Q4 		– Sell
-780
Closed -$6K – 4187
2022
Q3 		$6K Hold
780
– – ﹤0.01% 2996
2022
Q2 		$6K Hold
780
– – ﹤0.01% 2910
2022
Q1 		$7K Hold
780
– – ﹤0.01% 2698
2021
Q4 		$7K Buy
+780
New +$7.26K ﹤0.01% 2566
2021
Q2 		$11K Hold
1,120
– – ﹤0.01% 2072
2021
Q1 		$11K Hold
1,120
– – ﹤0.01% 2071
2020
Q4 		$11K Hold
1,120
– – ﹤0.01% 2070
2020
Q3 		$11K Hold
1,120
– – ﹤0.01% 2069
2020
Q2 		$11K Hold
1,120
– – ﹤0.01% 2069
2020
Q1 		$11K Hold
1,120
– – ﹤0.01% 2069
2019
Q4 		$11K Hold
1,120
– – ﹤0.01% 2069
2019
Q3 		$11K Hold
1,120
– – ﹤0.01% 2069
2019
Q2 		$11K Hold
1,120
– – ﹤0.01% 2069
2019
Q1 		$11K Buy
+1,120
New +$8.74K ﹤0.01% 2069
2018
Q4 		– Sell
-250
Closed -$2K – 2215
2018
Q3 		$2K Buy
+250
New +$1.93K ﹤0.01% 1551

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q1 2026: 5,000 shares worth $89.1K. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in PPLT as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in PPLT in Q3 2018 and has held it in 22 quarters since. 223 funds tracked by Wall St. Rank hold PPLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,000 shares of abrdn Physical Platinum Shares ETF worth $89.1K as of Q1 2026.
  • abrdn Physical Platinum Shares ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • abrdn Physical Platinum Shares ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3371 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Physical Platinum Shares ETF in Q3 2018 and has held it in 22 quarters since.
  • 223 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2026.

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