Integrated Wealth Concepts’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Integrated Wealth Concepts’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 Q1	–	Sell	-15,805	Closed	-$460K	–	2313
2025 Q4	$460K	Buy	15,805 +5,865	+59%	+$158K	0.01%	1136
2025 Q3	$227K	Buy	+9,940	New	+$213K	﹤0.01%	1782
2020 Q4	–	Sell	-118,295	Closed	-$5.12M	–	642
2020 Q3	$5.12M	Buy	+118,295	New	+$4.83M	0.32%	68

Other funds holding PALL

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Integrated Wealth Concepts's PALL Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2026, closing a stake of 15,805 shares — an estimated $460K sold.

Integrated Wealth Concepts first reported a position in PALL in Q3 2020 and held it in 3 quarters. The position peaked at $5.12M in Q3 2020. 124 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

Integrated Wealth Concepts reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 15,805 abrdn Physical Palladium Shares ETF shares in Q1 2026, an estimated $460K.
Integrated Wealth Concepts first reported a position in abrdn Physical Palladium Shares ETF in Q3 2020 and held it in 3 quarters.
Integrated Wealth Concepts's abrdn Physical Palladium Shares ETF position peaked at $5.12M in Q3 2020.
124 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.