Independent Financial Group’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Independent Financial Group’s Portfolio PPLT Stock Details PPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	116,764 +24,734	+27%	+$430K	0.03%	509
2026 Q1	$1.64M	Buy	92,030 +25,370	+38%	+$507K	0.04%	458
2025 Q4	$1.24M	Buy	66,660 +41,050	+160%	+$633K	0.03%	545
2025 Q3	$366K	Sell	25,610 -3,920	-13%	-$49.6K	0.01%	990
2025 Q2	$363K	Buy	+29,530	New	+$289K	0.01%	927
2020 Q4	–	Sell	-25,000	Closed	-$210K	–	595
2020 Q3	$210K	Buy	+25,000	New	+$213K	0.04%	444

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Independent Financial Group's PPLT Position: Q2 2026 in Review

Independent Financial Group increased its abrdn Physical Platinum Shares ETF (PPLT) stake by 27% in Q2 2026, buying an estimated $430K and bringing the position to 116,764 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #509.

Independent Financial Group first reported a position in PPLT in Q3 2020 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Independent Financial Group held 116,764 shares of abrdn Physical Platinum Shares ETF worth $1.65M as of Q2 2026.
Independent Financial Group bought 24,734 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $430K.
abrdn Physical Platinum Shares ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #509 holding.
Independent Financial Group first reported a position in abrdn Physical Platinum Shares ETF in Q3 2020 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.