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 Q2	$1.15M	Sell	77,233 -65	-0.1%	-$1.2K	0.01%	825
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

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

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

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

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's PLTM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its GraniteShares Platinum Shares (PLTM) stake by 0.08% in Q2 2026, selling an estimated $1.2K and leaving 77,233 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #825.

Kestra Private Wealth Services first reported a position in PLTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 49 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Kestra Private Wealth Services held 77,233 shares of GraniteShares Platinum Shares worth $1.15M as of Q2 2026.
Kestra Private Wealth Services sold 65 GraniteShares Platinum Shares shares in Q2 2026, an estimated $1.2K.
GraniteShares Platinum Shares made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #825 holding.
Kestra Private Wealth Services first reported a position in GraniteShares Platinum Shares in Q4 2025 and has held it in 3 quarters since.
Kestra Private Wealth Services's GraniteShares Platinum Shares position peaked at $1.47M in Q4 2025.
49 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.