Kestra Private Wealth Services’s GraniteShares Platinum Shares PLTM Stock Holding History

Kestra Private Wealth Services’s Portfolio PLTM Stock Details PLTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	77,298 +2,807	+4%	+$59.4K	0.02%	664
2025 Q4	$1.47M	Buy	+74,491	New	+$1.21M	0.02%	651

Other funds holding PLTM

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Private Wealth Services's PLTM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its GraniteShares Platinum Shares (PLTM) stake by 3.8% in Q1 2026, buying an estimated $59.4K and bringing the position to 77,298 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #664.

Kestra Private Wealth Services first reported a position in PLTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.47M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

Kestra Private Wealth Services held 77,298 shares of GraniteShares Platinum Shares worth $1.46M as of Q1 2026.
Kestra Private Wealth Services bought 2,807 GraniteShares Platinum Shares shares in Q1 2026, an estimated $59.4K.
GraniteShares Platinum Shares made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #664 holding.
Kestra Private Wealth Services first reported a position in GraniteShares Platinum Shares in Q4 2025 and has held it in 2 quarters since.
Kestra Private Wealth Services's GraniteShares Platinum Shares position peaked at $1.47M in Q4 2025.
53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.