Kellett Wealth Advisors
PALL icon

Kellett Wealth Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Kellett Wealth Advisors’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
Q3 		$293K Buy
13,442
+62
+0.5% +$1.47K 0.11% 83
2026
Q2 		$295K Buy
13,380
+40
+0.3% +$1.02K 0.14% 74
2026
Q1 		$359K Hold
13,340
– – 0.19% 54
2025
Q4 		$388K Buy
+13,340
New +$359K 0.22% 49

Other funds holding PALL

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Alhambra Investment Management
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
AFG Fiduciary Services
AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Kellett Wealth Advisors's PALL Position: Q3 2026 in Review

Kellett Wealth Advisors increased its abrdn Physical Palladium Shares ETF (PALL) stake by 0.46% in Q3 2026, buying an estimated $1.47K and bringing the position to 13,442 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #83.

Kellett Wealth Advisors first reported a position in PALL in Q4 2025 and has held it in 4 quarters since. The position peaked at $388K in Q4 2025. 27 funds tracked by Wall St. Rank hold PALL as of Q3 2026.

  • Kellett Wealth Advisors held 13,442 shares of abrdn Physical Palladium Shares ETF worth $293K as of Q3 2026.
  • Kellett Wealth Advisors bought 62 abrdn Physical Palladium Shares ETF shares in Q3 2026, an estimated $1.47K.
  • abrdn Physical Palladium Shares ETF made up 0.11% of Kellett Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Kellett Wealth Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q4 2025 and has held it in 4 quarters since.
  • Kellett Wealth Advisors's abrdn Physical Palladium Shares ETF position peaked at $388K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.