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

EverSource Wealth Advisors’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	$75K	Hold	5,310	–	–	﹤0.01%	1538
2026 Q1	$94.6K	Sell	5,310 -11,770	-69%	-$235K	﹤0.01%	1464
2025 Q4	$318K	Buy	17,080 +11,710	+218%	+$180K	0.01%	730
2025 Q3	$76.7K	Hold	5,370	–	–	﹤0.01%	1414
2025 Q2	$66K	Hold	5,370	–	–	﹤0.01%	1446
2025 Q1	$49.1K	Hold	5,370	–	–	﹤0.01%	1256
2024 Q4	$44.6K	Buy	5,370 +5,000	+1,351%	+$44.2K	﹤0.01%	1243
2024 Q3	$3.32K	Hold	370	–	–	﹤0.01%	2380
2024 Q2	$3.31K	Sell	370 -120	-24%	-$1.08K	﹤0.01%	2365
2024 Q1	$4.22K	Hold	490	–	–	﹤0.01%	2124
2023 Q4	$4.47K	Hold	490	–	–	﹤0.01%	1904
2023 Q3	$4.1K	Hold	490	–	–	﹤0.01%	1779
2023 Q2	$4.1K	Hold	490	–	–	﹤0.01%	1809
2023 Q1	$4.5K	Sell	490 -150	-23%	-$1.38K	﹤0.01%	1678
2022 Q4	$6.35K	Hold	640	–	–	﹤0.01%	1509
2022 Q3	$5K	Hold	640	–	–	﹤0.01%	1394
2022 Q2	$5K	Hold	640	–	–	﹤0.01%	1283
2022 Q1	$6K	Sell	640 -210	-25%	-$2.01K	﹤0.01%	1191
2021 Q4	$8K	Buy	+850	New	+$7.91K	﹤0.01%	1062

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 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

EverSource Wealth Advisors's PPLT Position: Q2 2026 in Review

EverSource Wealth Advisors held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q2 2026 at 5,310 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

EverSource Wealth Advisors first reported a position in PPLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $318K in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

EverSource Wealth Advisors held 5,310 shares of abrdn Physical Platinum Shares ETF worth $75K as of Q2 2026.
EverSource Wealth Advisors left its abrdn Physical Platinum Shares ETF share count unchanged in Q2 2026.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1538 holding.
EverSource Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $318K in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.