JWCA
SPPP

J.W. Cole Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

J.W. Cole Advisors’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174K Buy
+13,950
New +$210K ﹤0.01% 1524
2026
Q1 		– Sell
-26,460
Closed -$446K – 1379
2025
Q4 		$446K Buy
+26,460
New +$391K 0.01% 936
2022
Q2 		– Sell
-10,300
Closed -$166K – 805
2022
Q1 		$166K Buy
+10,300
New +$168K 0.01% 763

Other funds holding SPPP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

J.W. Cole Advisors's SPPP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2026: 13,950 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SPPP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SPPP in Q1 2022 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 18 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

  • J.W. Cole Advisors held 13,950 shares of Sprott Physical Platinum and Palladium Trust worth $174K as of Q2 2026.
  • Sprott Physical Platinum and Palladium Trust was a new J.W. Cole Advisors position in Q2 2026.
  • Sprott Physical Platinum and Palladium Trust made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1524 holding.
  • J.W. Cole Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2022 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $446K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.