Fortis Capital Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Fortis Capital Advisors’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Sell	12,768 -1,067	-8%	-$27.3K	0.03%	340
2026 Q1	$373K	Sell	13,835 -12,930	-48%	-$400K	0.05%	274
2025 Q4	$778K	Sell	26,765 -73,285	-73%	-$1.97M	0.11%	161
2025 Q3	$2.28M	Sell	100,050 -4,855	-5%	-$104K	0.36%	42
2025 Q2	$2.11M	Buy	+104,905	New	+$1.9M	0.38%	40
2024 Q2	–	Sell	-29,885	Closed	-$559K	–	186
2024 Q1	$559K	Buy	29,885 +1,630	+6%	+$29.3K	0.24%	75
2023 Q4	$571K	Sell	28,255 -4,405	-13%	-$88.8K	0.31%	51
2023 Q3	$752K	Buy	32,660 +1,680	+5%	+$38.8K	0.48%	37
2023 Q2	$705K	Buy	30,980 +7,785	+34%	+$208K	0.41%	40
2023 Q1	$626K	Buy	23,195 +9,360	+68%	+$271K	0.34%	44
2022 Q4	$457K	Buy	+13,835	New	+$497K	0.27%	55

Other funds holding PALL

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortis Capital Advisors's PALL Position: Q2 2026 in Review

Fortis Capital Advisors reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 7.7% in Q2 2026, selling an estimated $27.3K and leaving 12,768 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #340.

Fortis Capital Advisors first reported a position in PALL in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.28M in Q3 2025. 112 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

Fortis Capital Advisors held 12,768 shares of abrdn Physical Palladium Shares ETF worth $282K as of Q2 2026.
Fortis Capital Advisors sold 1,067 abrdn Physical Palladium Shares ETF shares in Q2 2026, an estimated $27.3K.
abrdn Physical Palladium Shares ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #340 holding.
Fortis Capital Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q4 2022 and has held it in 11 quarters since.
Fortis Capital Advisors's abrdn Physical Palladium Shares ETF position peaked at $2.28M in Q3 2025.
112 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.