LFA
PPLT

Legend Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-260
Closed -$2.16K – 193
2024
Q4 		$2.16K Buy
+260
New +$2.3K ﹤0.01% 192
2024
Q3 		– Sell
-260
Closed -$2.38K – 246
2024
Q2 		$2.38K Buy
+260
New +$2.34K ﹤0.01% 222

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Legend Financial Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2025, closing a stake of 260 shares — an estimated $2.16K sold.

Legend Financial Advisors first reported a position in PPLT in Q2 2024 and held it in 2 quarters. The position peaked at $2.38K in Q2 2024. 137 funds tracked by Wall St. Rank hold PPLT as of Q1 2025.

  • Legend Financial Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 260 abrdn Physical Platinum Shares ETF shares in Q1 2025, an estimated $2.16K.
  • Legend Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $2.38K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2025.

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