CWM
PPLT

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

Copia Wealth 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
Q1 		– Sell
-50
Closed -$932 – 541
2025
Q4 		$932 Buy
+50
New +$770 ﹤0.01% 474

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Copia Wealth Management's PPLT Position: Q1 2026 in Review

Copia Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2026, closing a stake of 50 shares — an estimated $932 sold.

Copia Wealth Management first reported a position in PPLT in Q4 2025 and held it in 1 quarter. The position peaked at $932 in Q4 2025. 223 funds tracked by Wall St. Rank hold PPLT as of Q1 2026.

  • Copia Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Copia Wealth Management sold 50 abrdn Physical Platinum Shares ETF shares in Q1 2026, an estimated $932.
  • Copia Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q4 2025 and held it in 1 quarter.
  • Copia Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $932 in Q4 2025.
  • 223 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.