CFML
SPPP

COMPASS FINANCIAL MANAGEMENT LLC’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.7K Buy
+3,915
New +$58.8K 0.01% 676

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2026: 3,915 shares worth $53.7K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

58 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,915 shares of Sprott Physical Platinum and Palladium Trust worth $53.7K as of Q2 2026.
  • Sprott Physical Platinum and Palladium Trust was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Sprott Physical Platinum and Palladium Trust made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #676 holding.
  • 58 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

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