Pettinga Financial Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Pettinga Financial 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 Q3	$265K	Buy	19,750 +1,350	+7%	+$18.8K	0.04%	131
2026 Q2	$229K	Buy	18,400 +2,150	+13%	+$32.3K	0.04%	141
2026 Q1	$252K	Buy	16,250 +550	+4%	+$9.76K	0.05%	133
2025 Q4	$264K	Sell	15,700 -3,871	-20%	-$57.2K	0.05%	123
2025 Q3	$266K	Buy	19,571 +1,850	+10%	+$22.8K	0.05%	114
2025 Q2	$208K	Sell	17,721 -3,829	-18%	-$39K	0.05%	127
2025 Q1	$214K	Buy	21,550 +6,300	+41%	+$60.2K	0.05%	122
2024 Q4	$136K	Buy	+15,250	New	+$150K	0.03%	123

Other funds holding SPPP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Pettinga Financial Advisors's SPPP Position: Q3 2026 in Review

Pettinga Financial Advisors increased its Sprott Physical Platinum and Palladium Trust (SPPP) stake by 7.3% in Q3 2026, buying an estimated $18.8K and bringing the position to 19,750 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #131.

Pettinga Financial Advisors first reported a position in SPPP in Q4 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2025. 5 funds tracked by Wall St. Rank hold SPPP as of Q3 2026.

Pettinga Financial Advisors held 19,750 shares of Sprott Physical Platinum and Palladium Trust worth $265K as of Q3 2026.
Pettinga Financial Advisors bought 1,350 Sprott Physical Platinum and Palladium Trust shares in Q3 2026, an estimated $18.8K.
Sprott Physical Platinum and Palladium Trust made up 0.04% of Pettinga Financial Advisors's portfolio in Q3 2026, its #131 holding.
Pettinga Financial Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2024 and has held it in 8 quarters since.
Pettinga Financial Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $266K in Q3 2025.
5 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.