PFA
PLTM icon

Peak Financial Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Peak Financial Advisors’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
2022
Q2 		– Sell
-146,239
Closed -$1.42M – 85
2022
Q1 		$1.42M Buy
+146,239
New +$1.48M 1.21% 27

Other funds holding PLTM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Peak Financial Advisors's PLTM Position: Q2 2022 in Review

Peak Financial Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q2 2022, closing a stake of 146,239 shares — an estimated $1.42M sold.

Peak Financial Advisors first reported a position in PLTM in Q1 2022 and held it in 1 quarter. The position peaked at $1.42M in Q1 2022. 24 funds tracked by Wall St. Rank hold PLTM as of Q2 2022.

  • Peak Financial Advisors reported no remaining GraniteShares Platinum Shares position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 146,239 GraniteShares Platinum Shares shares in Q2 2022, an estimated $1.42M.
  • Peak Financial Advisors first reported a position in GraniteShares Platinum Shares in Q1 2022 and held it in 1 quarter.
  • Peak Financial Advisors's GraniteShares Platinum Shares position peaked at $1.42M in Q1 2022.
  • 24 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.