COMPASS FINANCIAL MANAGEMENT LLC’s GraniteShares Platinum Shares PLTM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio PLTM Stock Details PLTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	+18,028	New	+$332K	0.03%	370

Other funds holding PLTM

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

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PLTM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in GraniteShares Platinum Shares (PLTM) in Q2 2026: 18,028 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #370 among its holdings.

34 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 18,028 shares of GraniteShares Platinum Shares worth $269K as of Q2 2026.
GraniteShares Platinum Shares was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
GraniteShares Platinum Shares made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #370 holding.
34 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.