MFA
SPPP

Morling Financial Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Morling Financial Advisors’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,000
Closed -$320K – 114
2025
Q4 		$320K Hold
19,000
– – 0.1% 57
2025
Q3 		$258K Buy
+19,000
New +$235K 0.09% 62

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $89.8M AUM

Morling Financial Advisors's SPPP Position: Q1 2026 in Review

Morling Financial Advisors sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q1 2026, closing a stake of 19,000 shares — an estimated $320K sold.

Morling Financial Advisors first reported a position in SPPP in Q3 2025 and held it in 2 quarters. The position peaked at $320K in Q4 2025. 78 funds tracked by Wall St. Rank hold SPPP as of Q1 2026.

  • Morling Financial Advisors reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q1 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 19,000 Sprott Physical Platinum and Palladium Trust shares in Q1 2026, an estimated $320K.
  • Morling Financial Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q3 2025 and held it in 2 quarters.
  • Morling Financial Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $320K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.