FSM Wealth Advisors’s GraniteShares 2x Long PLTR Daily ETF PTIR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-15,030
Closed -$302K 335
2025
Q2
$302K Sell
15,030
-44,520
-75% -$695K 0.05% 217
2025
Q1
$528K Sell
59,550
-750
-1% -$8.17K 0.12% 101
2024
Q4
$432K Sell
60,300
-79,230
-57% -$456K 0.11% 109
2024
Q3
$335K Buy
+139,530
New +$307K 0.09% 121

Other funds holding PTIR

FSM Wealth Advisors's PTIR Position: Q3 2025 in Review

FSM Wealth Advisors sold out of GraniteShares 2x Long PLTR Daily ETF (PTIR) in Q3 2025, closing a stake of 15,030 shares — an estimated $302K sold.

FSM Wealth Advisors first reported a position in PTIR in Q3 2024 and held it in 4 quarters. The position peaked at $528K in Q1 2025. 24 funds tracked by Wall St. Rank hold PTIR as of Q3 2025.

  • FSM Wealth Advisors reported no remaining GraniteShares 2x Long PLTR Daily ETF position as of Q3 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 15,030 GraniteShares 2x Long PLTR Daily ETF shares in Q3 2025, an estimated $302K.
  • FSM Wealth Advisors first reported a position in GraniteShares 2x Long PLTR Daily ETF in Q3 2024 and held it in 4 quarters.
  • FSM Wealth Advisors's GraniteShares 2x Long PLTR Daily ETF position peaked at $528K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held GraniteShares 2x Long PLTR Daily ETF as of Q3 2025.

Based on FSM Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.