Gradient Investments’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Gradient Investments’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	$12.7M	Sell	575,505 -26,145	-4%	-$669K	0.18%	150
2026 Q1	$16.2M	Buy	601,650 +122,610	+26%	+$3.79M	0.25%	118
2025 Q4	$13.9M	Buy	479,040 +83,380	+21%	+$2.25M	0.22%	134
2025 Q3	$9.03M	Buy	395,660 +190,015	+92%	+$4.07M	0.15%	149
2025 Q2	$4.14M	Buy	205,645 +18,595	+10%	+$336K	0.08%	166
2025 Q1	$3.39M	Sell	187,050 -2,635	-1%	-$46.3K	0.07%	164
2024 Q4	$3.17M	Buy	+189,685	New	+$3.52M	0.06%	157
2024 Q1	–	Sell	-110	Closed	-$2.22K	–	1645
2023 Q4	$2.22K	Hold	110	–	–	﹤0.01%	1201
2023 Q3	$2.53K	Hold	110	–	–	﹤0.01%	1115
2023 Q2	$2.5K	Sell	110 -845	-88%	-$22.5K	﹤0.01%	1112
2023 Q1	$25.8K	Buy	955 +675	+241%	+$19.5K	﹤0.01%	630
2022 Q4	$9.25K	Sell	280 -66,795	-100%	-$2.4M	﹤0.01%	830
2022 Q3	$2.69M	Buy	67,075 +66,930	+46,159%	+$2.58M	0.08%	156
2022 Q2	$5K	Sell	145 -15	-9%	-$581	﹤0.01%	900
2022 Q1	$7K	Buy	+160	New	+$6.95K	﹤0.01%	844
2019 Q4	–	Sell	-22,685	Closed	-$722K	–	1190
2019 Q3	$722K	Buy	22,685 +22,120	+3,915%	+$640K	0.04%	207
2019 Q2	$16K	Hold	565	–	–	﹤0.01%	552
2019 Q1	$15K	Sell	565 -27,280	-98%	-$743K	﹤0.01%	487
2018 Q4	$663K	Sell	27,845 -3,250	-10%	-$71.2K	0.04%	162
2018 Q3	$635K	Sell	31,095 -1,905	-6%	-$34.4K	0.03%	181
2018 Q2	$598K	Sell	33,000 -655	-2%	-$12.2K	0.03%	184
2018 Q1	$609K	Sell	33,655 -4,625	-12%	-$91K	0.03%	164
2017 Q4	$777K	Buy	38,280 +30	+0.1%	+$569	0.04%	147
2017 Q3	$686K	Buy	38,250 +2,335	+7%	+$40.3K	0.04%	143
2017 Q2	$580K	Sell	35,915 -56,430	-61%	-$885K	0.04%	145
2017 Q1	$1.41M	Buy	92,345 +26,730	+41%	+$393K	0.11%	95
2016 Q4	$856K	Buy	65,615 +9,390	+17%	+$123K	0.08%	102
2016 Q3	$780K	Buy	56,225 +29,495	+110%	+$385K	0.08%	103
2016 Q2	$308K	Buy	26,730 +18,190	+213%	+$199K	0.03%	144
2016 Q1	$93K	Sell	8,540 -1,050	-11%	-$10.6K	0.01%	213
2015 Q4	$104K	Buy	9,590 +95	+1%	+$1.11K	0.01%	205
2015 Q3	$120K	Buy	9,495 +710	+8%	+$8.45K	0.02%	188
2015 Q2	$114K	Buy	8,785 +1,175	+15%	+$17.3K	0.02%	194
2015 Q1	$109K	Buy	7,610 +125	+2%	+$1.91K	0.02%	191
2014 Q4	$116K	Sell	7,485 -20	-0.3%	-$306	0.02%	181
2014 Q3	$113K	Sell	7,505 -95	-1%	-$1.59K	0.02%	173
2014 Q2	$125K	Hold	7,600	–	–	0.02%	170
2014 Q1	$115K	Sell	7,600 -775	-9%	-$11.3K	0.03%	167
2013 Q4	$117K	Buy	8,375 +305	+4%	+$4.32K	0.03%	178
2013 Q3	$114K	Buy	8,070 +135	+2%	+$1.91K	0.04%	148
2013 Q2	$103K	Buy	+7,935	New	+$111K	0.04%	132

Other funds holding PALL

KPWS

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Gradient Investments's PALL Position: Q2 2026 in Review

Gradient Investments reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 4.3% in Q2 2026, selling an estimated $669K and leaving 575,505 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #150.

Gradient Investments first reported a position in PALL in Q2 2013 and has held it in 41 quarters since. The position peaked at $16.2M in Q1 2026. 34 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

Gradient Investments held 575,505 shares of abrdn Physical Palladium Shares ETF worth $12.7M as of Q2 2026.
Gradient Investments sold 26,145 abrdn Physical Palladium Shares ETF shares in Q2 2026, an estimated $669K.
abrdn Physical Palladium Shares ETF made up 0.18% of Gradient Investments's portfolio in Q2 2026, its #150 holding.
Gradient Investments first reported a position in abrdn Physical Palladium Shares ETF in Q2 2013 and has held it in 41 quarters since.
Gradient Investments's abrdn Physical Palladium Shares ETF position peaked at $16.2M in Q1 2026.
34 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.