IAGL
SPPP

Innovative Advisory Group, LLC’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Innovative Advisory Group, LLC’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
-250
Closed -$4.21K – 202
2025
Q4 		$4.21K Hold
250
– – ﹤0.01% 168
2025
Q3 		$3.4K Hold
250
– – ﹤0.01% 174
2025
Q2 		$2.93K Hold
250
– – ﹤0.01% 175
2025
Q1 		$2.48K Hold
250
– – ﹤0.01% 159
2024
Q4 		$2.22K Buy
+250
New +$2.45K ﹤0.01% 156

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

Innovative Advisory Group, LLC's SPPP Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q1 2026, closing a stake of 250 shares — an estimated $4.21K sold.

Innovative Advisory Group, LLC first reported a position in SPPP in Q4 2024 and held it in 5 quarters. The position peaked at $4.21K in Q4 2025. 79 funds tracked by Wall St. Rank hold SPPP as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 250 Sprott Physical Platinum and Palladium Trust shares in Q1 2026, an estimated $4.21K.
  • Innovative Advisory Group, LLC first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Sprott Physical Platinum and Palladium Trust position peaked at $4.21K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.