OneDigital Investment Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

OneDigital Investment 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 Q2	$1.61M	Sell	128,966 -4,340	-3%	-$65.2K	0.01%	578
2026 Q1	$2.07M	Sell	133,306 -15,705	-11%	-$279K	0.02%	468
2025 Q4	$2.51M	Buy	149,011 +9,431	+7%	+$139K	0.02%	416
2025 Q3	$1.9M	Sell	139,580 -2,881	-2%	-$35.6K	0.02%	452
2025 Q2	$1.67M	Buy	142,461 +764	+0.5%	+$7.77K	0.02%	480
2025 Q1	$1.41M	Sell	141,697 -5,956	-4%	-$56.9K	0.02%	505
2024 Q4	$1.31M	Sell	147,653 -34,874	-19%	-$342K	0.02%	548
2024 Q3	$1.79M	Sell	182,527 -5,654	-3%	-$54.1K	0.02%	466
2024 Q2	$1.84M	Buy	+188,181	New	+$1.85M	0.02%	442

Other funds holding SPPP

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HC Advisors Sandy Springs, Georgia $165M AUM 20.85% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OneDigital Investment Advisors's SPPP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Sprott Physical Platinum and Palladium Trust (SPPP) stake by 3.3% in Q2 2026, selling an estimated $65.2K and leaving 128,966 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #578.

OneDigital Investment Advisors first reported a position in SPPP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q4 2025. 39 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

OneDigital Investment Advisors held 128,966 shares of Sprott Physical Platinum and Palladium Trust worth $1.61M as of Q2 2026.
OneDigital Investment Advisors sold 4,340 Sprott Physical Platinum and Palladium Trust shares in Q2 2026, an estimated $65.2K.
Sprott Physical Platinum and Palladium Trust made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #578 holding.
OneDigital Investment Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $2.51M in Q4 2025.
39 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.