Compass Financial Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Compass Financial Management’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	$15.7K	Buy	+1,000	New	+$17.4K	﹤0.01%	952

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

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Compass Financial Management's PPLT Position: Q2 2026 in Review

Compass Financial Management opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026: 1,000 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings.

222 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Compass Financial Management held 1,000 shares of abrdn Physical Platinum Shares ETF worth $15.7K as of Q2 2026.
abrdn Physical Platinum Shares ETF was a new Compass Financial Management position in Q2 2026.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #952 holding.
222 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.