Global Retirement Partners’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Global Retirement Partners’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
2025 Q4	$2.91K	Buy	+100	New	+$2.69K	﹤0.01%	3613
2024 Q2	–	Sell	-500	Closed	-$9.35K	–	3618
2024 Q1	$9.35K	Hold	500	–	–	﹤0.01%	2158
2023 Q4	$8.62K	Sell	500 -575	-53%	-$11.6K	﹤0.01%	2127
2023 Q3	$23.3K	Hold	1,075	–	–	﹤0.01%	1583
2023 Q2	$24.5K	Hold	1,075	–	–	﹤0.01%	1589
2023 Q1	$28.3K	Hold	1,075	–	–	﹤0.01%	1498
2022 Q4	$35.5K	Hold	1,075	–	–	﹤0.01%	1243
2022 Q3	$37K	Hold	1,075	–	–	﹤0.01%	1138
2022 Q2	$38K	Hold	1,075	–	–	﹤0.01%	1098
2022 Q1	$40K	Buy	+1,075	New	+$46.7K	﹤0.01%	1088
2019 Q3	–	Sell	-665	Closed	-$19K	–	1667
2019 Q2	$19K	Hold	665	–	–	﹤0.01%	919
2019 Q1	$17K	Hold	665	–	–	﹤0.01%	887
2018 Q4	$16K	Hold	665	–	–	﹤0.01%	827
2018 Q3	$14K	Buy	+665	New	+$12K	﹤0.01%	943

Other funds holding PALL

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Global Retirement Partners's PALL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in abrdn Physical Palladium Shares ETF (PALL) in Q4 2025: 100 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #3613 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PALL as recently as Q1 2024.

Global Retirement Partners first reported a position in PALL in Q3 2018 and has held it in 14 quarters since. The position peaked at $40K in Q1 2022. 135 funds tracked by Wall St. Rank hold PALL as of Q4 2025.

Global Retirement Partners held 100 shares of abrdn Physical Palladium Shares ETF worth $2.91K as of Q4 2025.
abrdn Physical Palladium Shares ETF was a new Global Retirement Partners position in Q4 2025.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3613 holding.
Global Retirement Partners first reported a position in abrdn Physical Palladium Shares ETF in Q3 2018 and has held it in 14 quarters since.
Global Retirement Partners's abrdn Physical Palladium Shares ETF position peaked at $40K in Q1 2022.
135 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.