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Legend Financial Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-95
Closed -$1.59K – 183
2024
Q4 		$1.59K Buy
+95
New +$1.76K ﹤0.01% 206
2024
Q3 		– Sell
-95
Closed -$1.69K – 242
2024
Q2 		$1.69K Buy
+95
New +$1.7K ﹤0.01% 234
2024
Q1 		– Sell
-30
Closed -$607 – 194
2023
Q4 		$607 Sell
30
-21,100
-100% -$425K ﹤0.01% 189
2023
Q3 		$486K Sell
21,130
-1,000
-5% -$23.1K 0.41% 33
2023
Q2 		$504K Sell
22,130
-109,830
-83% -$2.93M 0.42% 33
2023
Q1 		$3.56M Buy
131,960
+3,485
+3% +$101K 2.99% 14
2022
Q4 		$4.24M Sell
128,475
-2,325
-2% -$83.5K 3.71% 13
2022
Q3 		$5.25M Sell
130,800
-7,315
-5% -$282K 4.94% 10
2022
Q2 		$4.93M Sell
138,115
-78,195
-36% -$3.03M 5.1% 10
2022
Q1 		$7.72M Buy
216,310
+71,910
+50% +$3.12M 4.9% 8
2021
Q4 		$5.09M Sell
144,400
-71,910
-33% -$2.61M 3.55% 11
2021
Q3 		$7.72M Buy
216,310
+15,600
+8% +$712K 4.9% 8
2021
Q2 		$10.4M Buy
200,710
+184,225
+1,118% +$9.61M 6.71% 6
2021
Q1 		$807K Sell
16,485
-192,420
-92% -$8.67M 6.12% 7
2020
Q4 		$9.59M Sell
208,905
-46,040
-18% -$2.03M 7.77% 7
2020
Q3 		$11M Sell
254,945
-10,325
-4% -$421K 8.73% 6
2020
Q2 		$9.7M Sell
265,270
-515
-0.2% -$19.2K 6.1% 8
2020
Q1 		$11.8M Sell
265,785
-234,760
-47% -$10.1M 10.6% 6
2019
Q4 		$18.3M Sell
500,545
-13,330
-3% -$452K 15.67% 1
2019
Q3 		$16.4M Buy
513,875
+2,585
+0.5% +$74.8K 13.9% 1
2019
Q2 		$14.9M Sell
511,290
-5,925
-1% -$156K 13.11% 1
2019
Q1 		$13.5M Buy
+517,215
New +$14.1M 14.83% 1

Other funds holding PALL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Legend Financial Advisors's PALL Position: Q1 2025 in Review

Legend Financial Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2025, closing a stake of 95 shares — an estimated $1.59K sold.

Legend Financial Advisors first reported a position in PALL in Q1 2019 and held it in 22 quarters. The position peaked at $18.3M in Q4 2019. 76 funds tracked by Wall St. Rank hold PALL as of Q1 2025.

  • Legend Financial Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 95 abrdn Physical Palladium Shares ETF shares in Q1 2025, an estimated $1.59K.
  • Legend Financial Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q1 2019 and held it in 22 quarters.
  • Legend Financial Advisors's abrdn Physical Palladium Shares ETF position peaked at $18.3M in Q4 2019.
  • 76 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.