Next Financial Group’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Next Financial Group’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
2021 Q4	$10K	Hold	1,130	–	–	﹤0.01%	2189
2021 Q3	$10K	Hold	1,130	–	–	﹤0.01%	2031
2021 Q2	$11K	Buy	1,130 +160	+16%	+$1.77K	﹤0.01%	1965
2021 Q1	$11K	Sell	970 -15,150	-94%	-$165K	﹤0.01%	1864
2020 Q4	$162K	Sell	16,120 -13,580	-46%	-$120K	0.02%	789
2020 Q3	$249K	Buy	29,700 +620	+2%	+$5.29K	0.03%	548
2020 Q2	$227K	Sell	29,080 -360	-1%	-$2.69K	0.03%	493
2020 Q1	$200K	Buy	29,440 +2,180	+8%	+$18.4K	0.03%	528
2019 Q4	$248K	Buy	27,260 +1,890	+7%	+$16.2K	0.03%	620
2019 Q3	$212K	Buy	25,370 +4,000	+19%	+$33.3K	0.02%	654
2019 Q2	$169K	Buy	+21,370	New	+$171K	0.02%	730
2016 Q3	–	Sell	-530	Closed	-$5K	–	2417
2016 Q2	$5K	Buy	+530	New	+$5.13K	﹤0.01%	1412
2015 Q1	–	Sell	-10	Closed	–	–	1938
2014 Q4	$0	Sell	10 -1,500	-99%	-$17.9K	﹤0.01%	2245
2014 Q3	$19K	Hold	1,510	–	–	﹤0.01%	1449
2014 Q2	$22K	Buy	+1,510	New	+$21.3K	0.01%	572

Other funds holding PPLT

CPH

C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's PPLT Position: Q4 2021 in Review

Next Financial Group held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q4 2021 at 1,130 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Next Financial Group first reported a position in PPLT in Q2 2014 and has held it in 15 quarters since. The position peaked at $249K in Q3 2020. 108 funds tracked by Wall St. Rank hold PPLT as of Q4 2021.

Next Financial Group held 1,130 shares of abrdn Physical Platinum Shares ETF worth $10K as of Q4 2021.
Next Financial Group left its abrdn Physical Platinum Shares ETF share count unchanged in Q4 2021.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2189 holding.
Next Financial Group first reported a position in abrdn Physical Platinum Shares ETF in Q2 2014 and has held it in 15 quarters since.
Next Financial Group's abrdn Physical Platinum Shares ETF position peaked at $249K in Q3 2020.
108 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.