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 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 $19.6B AUM 18.11% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return