Pettinga Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Pettinga Financial Advisors’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
2026 Q2	$719K	Sell	50,850 -950	-2%	-$16.5K	0.12%	90
2026 Q1	$923K	Sell	51,800 -8,300	-14%	-$166K	0.17%	73
2025 Q4	$1.12M	Sell	60,100 -10,850	-15%	-$167K	0.21%	68
2025 Q3	$1.01M	Sell	70,950 -1,900	-3%	-$24K	0.2%	69
2025 Q2	$895K	Sell	72,850 -11,750	-14%	-$115K	0.2%	68
2025 Q1	$773K	Sell	84,600 -450	-0.5%	-$3.99K	0.18%	70
2024 Q4	$706K	Sell	85,050 -9,000	-10%	-$79.6K	0.16%	67
2024 Q3	$845K	Buy	94,050 +600	+0.6%	+$5.3K	0.2%	57
2024 Q2	$855K	Sell	93,450 -2,750	-3%	-$24.8K	0.21%	55
2024 Q1	$804K	Sell	96,200 -500	-0.5%	-$4.18K	0.2%	62
2023 Q4	$882K	Sell	96,700 -1,000	-1%	-$8.43K	0.24%	60
2023 Q3	$817K	Hold	97,700	–	–	0.25%	50
2023 Q2	$817K	Sell	97,700 -5,150	-5%	-$48.9K	0.24%	47
2023 Q1	$946K	Sell	102,850 -2,250	-2%	-$20.7K	0.29%	44
2022 Q4	$1.04M	Buy	105,100 +500	+0.5%	+$4.52K	0.34%	46
2022 Q3	$836K	Buy	104,600 +1,000	+1%	+$8.23K	0.29%	48
2022 Q2	$861K	Sell	103,600 -400	-0.4%	-$3.56K	0.26%	49
2022 Q1	$954K	Buy	104,000 +12,250	+13%	+$117K	0.24%	55
2021 Q4	$825K	Sell	91,750 -3,000	-3%	-$27.9K	0.2%	64
2021 Q3	$855K	Buy	94,750 +150	+0.2%	+$1.43K	0.22%	57
2021 Q2	$948K	Buy	94,600 +7,900	+9%	+$87.3K	0.25%	54
2021 Q1	$965K	Buy	86,700 +33,350	+63%	+$362K	0.28%	51
2020 Q4	$537K	Buy	53,350 +1,700	+3%	+$15K	0.19%	54
2020 Q3	$434K	Buy	51,650 +1,450	+3%	+$12.4K	0.18%	51
2020 Q2	$392K	Buy	50,200 +1,650	+3%	+$12.4K	0.19%	53
2020 Q1	$330K	Buy	48,550 +4,850	+11%	+$41K	0.22%	57
2019 Q4	$397K	Sell	43,700 -21,550	-33%	-$185K	0.21%	60
2019 Q3	$545K	Sell	65,250 -8,700	-12%	-$72.4K	0.29%	53
2019 Q2	$583K	Buy	73,950 +48,100	+186%	+$384K	0.3%	51
2019 Q1	$207K	Buy	+25,850	New	+$202K	0.11%	86

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pettinga Financial Advisors's PPLT Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 1.8% in Q2 2026, selling an estimated $16.5K and leaving 50,850 shares worth $719K. The position accounts for 0.12% of the portfolio, ranked #90.

Pettinga Financial Advisors first reported a position in PPLT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.12M in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Pettinga Financial Advisors held 50,850 shares of abrdn Physical Platinum Shares ETF worth $719K as of Q2 2026.
Pettinga Financial Advisors sold 950 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $16.5K.
abrdn Physical Platinum Shares ETF made up 0.12% of Pettinga Financial Advisors's portfolio in Q2 2026, its #90 holding.
Pettinga Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q1 2019 and has held it in 30 quarters since.
Pettinga Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $1.12M in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.