Physician Wealth Advisors’s Perpetua Resources PPTA Stock Holding History

Physician Wealth Advisors’s Portfolio PPTA Stock Details PPTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.61K	Hold	270	–	–	﹤0.01%	1041
2026 Q1	$7.59K	Hold	270	–	–	﹤0.01%	878
2025 Q4	$6.54K	Hold	270	–	–	﹤0.01%	891
2025 Q3	$5.46K	Hold	270	–	–	﹤0.01%	900
2025 Q2	$3.28K	Hold	270	–	–	﹤0.01%	898
2025 Q1	$2.89K	Hold	270	–	–	﹤0.01%	811
2024 Q4	$2.88K	Buy	+270	New	+$2.77K	﹤0.01%	808

Other funds holding PPTA

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Physician Wealth Advisors's PPTA Position: Q2 2026 in Review

Physician Wealth Advisors held its Perpetua Resources (PPTA) position steady in Q2 2026 at 270 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Physician Wealth Advisors first reported a position in PPTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.59K in Q1 2026. 67 funds tracked by Wall St. Rank hold PPTA as of Q2 2026.

Physician Wealth Advisors held 270 shares of Perpetua Resources worth $5.61K as of Q2 2026.
Physician Wealth Advisors left its Perpetua Resources share count unchanged in Q2 2026.
Perpetua Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1041 holding.
Physician Wealth Advisors first reported a position in Perpetua Resources in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Perpetua Resources position peaked at $7.59K in Q1 2026.
67 funds tracked by Wall St. Rank held Perpetua Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.