Compass Financial Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Compass Financial Management’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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Sprott Physical Platinum and Palladium Trust made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #676 holding.
76 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

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