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Regatta Research & Money Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Regatta Research & Money Management’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 		$19.6K Buy
+1,310
New +$24.1K 0.02% 413

Other funds holding PLTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Regatta Research & Money Management's PLTM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in GraniteShares Platinum Shares (PLTM) in Q2 2026: 1,310 shares worth $19.6K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

34 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

  • Regatta Research & Money Management held 1,310 shares of GraniteShares Platinum Shares worth $19.6K as of Q2 2026.
  • GraniteShares Platinum Shares was a new Regatta Research & Money Management position in Q2 2026.
  • GraniteShares Platinum Shares made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #413 holding.
  • 34 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.