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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Kellett Wealth Advisors's PALL Position: Q2 2026 in Review

Kellett Wealth Advisors increased its abrdn Physical Palladium Shares ETF (PALL) stake by 0.3% in Q2 2026, buying an estimated $1.02K and bringing the position to 13,380 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #74.

Kellett Wealth Advisors first reported a position in PALL in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 26 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

  • Kellett Wealth Advisors held 13,380 shares of abrdn Physical Palladium Shares ETF worth $295K as of Q2 2026.
  • Kellett Wealth Advisors bought 40 abrdn Physical Palladium Shares ETF shares in Q2 2026, an estimated $1.02K.
  • abrdn Physical Palladium Shares ETF made up 0.14% of Kellett Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Kellett Wealth Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Kellett Wealth Advisors's abrdn Physical Palladium Shares ETF position peaked at $388K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.