Legacy Wealth Management (Idaho)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PPLT Stock Details PPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,750	Closed	-$84.7K	–	750
2026 Q1	$84.7K	Buy	4,750 +3,750	+375%	+$75K	0.04%	203
2025 Q4	$18.6K	Hold	1,000	–	–	0.01%	340
2025 Q3	$14.3K	Hold	1,000	–	–	0.01%	305
2025 Q2	$12.3K	Hold	1,000	–	–	0.01%	289
2025 Q1	$9.14K	Hold	1,000	–	–	0.01%	344
2024 Q4	$8.9K	Hold	1,000	–	–	0.01%	306
2024 Q3	$8.57K	Buy	+1,000	New	+$8.83K	0.01%	335

Other funds holding PPLT

CTC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Legacy Wealth Management (Idaho)'s PPLT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026, closing a stake of 4,750 shares — an estimated $84.7K sold.

Legacy Wealth Management (Idaho) first reported a position in PPLT in Q3 2024 and held it in 7 quarters. The position peaked at $84.7K in Q1 2026. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 4,750 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $84.7K.
Legacy Wealth Management (Idaho) first reported a position in abrdn Physical Platinum Shares ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s abrdn Physical Platinum Shares ETF position peaked at $84.7K in Q1 2026.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.