Financial Advocates Investment Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-10,190	Closed	-$125K	–	444
2025 Q2	$125K	Buy	+10,190	New	+$99.7K	0.01%	598
2022 Q3	–	Sell	-136,930	Closed	-$1.14M	–	809
2022 Q2	$1.14M	Hold	136,930	–	–	0.09%	244
2022 Q1	$1.26M	Sell	136,930 -14,110	-9%	-$135K	0.08%	258
2021 Q4	$1.33M	Sell	151,040 -77,550	-34%	-$722K	0.08%	272
2021 Q3	$2.06M	Sell	228,590 -23,990	-9%	-$229K	0.14%	175
2021 Q2	$2.53M	Buy	252,580 +228,900	+967%	+$2.53M	0.17%	145
2021 Q1	$729K	Buy	+23,680	New	+$257K	0.05%	395

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Financial Advocates Investment Management's PPLT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2025, closing a stake of 10,190 shares — an estimated $125K sold.

Financial Advocates Investment Management first reported a position in PPLT in Q1 2021 and held it in 7 quarters. The position peaked at $2.53M in Q2 2021. 188 funds tracked by Wall St. Rank hold PPLT as of Q3 2025.

Financial Advocates Investment Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 10,190 abrdn Physical Platinum Shares ETF shares in Q3 2025, an estimated $125K.
Financial Advocates Investment Management first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and held it in 7 quarters.
Financial Advocates Investment Management's abrdn Physical Platinum Shares ETF position peaked at $2.53M in Q2 2021.
188 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.