IAM Advisory’s PPL Corp PPL Stock Holding History

IAM Advisory’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	5,963 +27	+0.5%	+$997	0.04%	102
2026 Q1	$227K	Buy	+5,936	New	+$219K	0.05%	92
2025 Q4	–	Sell	-5,609	Closed	-$208K	–	110
2025 Q3	$208K	Buy	+5,609	New	+$202K	0.05%	100
2021 Q1	–	Sell	-7,474	Closed	-$208K	–	70
2020 Q4	$208K	Buy	+7,474	New	+$212K	0.1%	61

Other funds holding PPL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return