Envestnet Asset Management
SPPP

Envestnet Asset Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Envestnet Asset 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 		$1.29M Sell
103,731
-17,401
-14% -$261K ﹤0.01% 3460
2026
Q1 		$1.88M Sell
121,132
-57,587
-32% -$1.02M ﹤0.01% 3059
2025
Q4 		$3.01M Buy
178,719
+86,385
+94% +$1.28M ﹤0.01% 2532
2025
Q3 		$1.25M Buy
92,334
+15,769
+21% +$195K ﹤0.01% 3198
2025
Q2 		$898K Sell
76,565
-64,197
-46% -$653K ﹤0.01% 3336
2025
Q1 		$1.4M Buy
140,762
+80,867
+135% +$773K ﹤0.01% 2973
2024
Q4 		$532K Buy
59,895
+20,967
+54% +$206K ﹤0.01% 3553
2024
Q3 		$382K Sell
38,928
-15,955
-29% -$153K ﹤0.01% 3677
2024
Q2 		$536K Buy
54,883
+24,434
+80% +$240K ﹤0.01% 3418
2024
Q1 		$294K Buy
30,449
+6,758
+29% +$63.3K ﹤0.01% 3734
2023
Q4 		$239K Sell
23,691
-84,445
-78% -$848K ﹤0.01% 3736
2023
Q3 		$1.16M Buy
108,136
+24,595
+29% +$270K ﹤0.01% 2697
2023
Q2 		$913K Buy
83,541
+6,420
+8% +$79.5K ﹤0.01% 2817
2023
Q1 		$942K Buy
77,121
+59,872
+347% +$755K ﹤0.01% 2716
2022
Q4 		$235K Sell
17,249
-3,575
-17% -$49.7K ﹤0.01% 3588
2022
Q3 		$298K Sell
20,824
-3,075
-13% -$42.8K ﹤0.01% 3356
2022
Q2 		$316K Buy
23,899
+2,564
+12% +$37.2K ﹤0.01% 3325
2022
Q1 		$344K Buy
+21,335
New +$349K ﹤0.01% 3372

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HA
HC Advisors Sandy Springs, Georgia $165M AUM 20.85% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's SPPP Position: Q2 2026 in Review

Envestnet Asset Management reduced its Sprott Physical Platinum and Palladium Trust (SPPP) stake by 14% in Q2 2026, selling an estimated $261K and leaving 103,731 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3460.

Envestnet Asset Management first reported a position in SPPP in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.01M in Q4 2025. 39 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

  • Envestnet Asset Management held 103,731 shares of Sprott Physical Platinum and Palladium Trust worth $1.29M as of Q2 2026.
  • Envestnet Asset Management sold 17,401 Sprott Physical Platinum and Palladium Trust shares in Q2 2026, an estimated $261K.
  • Sprott Physical Platinum and Palladium Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3460 holding.
  • Envestnet Asset Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's Sprott Physical Platinum and Palladium Trust position peaked at $3.01M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.