Connectus Wealth’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Connectus Wealth’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
2023 Q2	–	Sell	-34,100	Closed	-$314K	–	474
2023 Q1	$314K	Sell	34,100 -4,410	-11%	-$40.5K	0.01%	384
2022 Q4	$382K	Buy	+38,510	New	+$348K	0.01%	362

Other funds holding PPLT

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

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Connectus Wealth's PPLT Position: Q2 2023 in Review

Connectus Wealth sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2023, closing a stake of 34,100 shares — an estimated $314K sold.

Connectus Wealth first reported a position in PPLT in Q4 2022 and held it in 2 quarters. The position peaked at $382K in Q4 2022. 103 funds tracked by Wall St. Rank hold PPLT as of Q2 2023.

Connectus Wealth reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2023 after selling out during the quarter.
Connectus Wealth sold 34,100 abrdn Physical Platinum Shares ETF shares in Q2 2023, an estimated $314K.
Connectus Wealth first reported a position in abrdn Physical Platinum Shares ETF in Q4 2022 and held it in 2 quarters.
Connectus Wealth's abrdn Physical Platinum Shares ETF position peaked at $382K in Q4 2022.
103 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.