PWA
SPPP

Physician Wealth Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Physician Wealth 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
2025
Q3 		– Sell
-275
Closed -$3.23K – 2043
2025
Q2 		$3.23K Hold
275
– – ﹤0.01% 901
2025
Q1 		$2.73K Hold
275
– – ﹤0.01% 819
2024
Q4 		$2.44K Buy
+275
New +$2.7K ﹤0.01% 827

Other funds holding SPPP

FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Physician Wealth Advisors's SPPP Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q3 2025, closing a stake of 275 shares — an estimated $3.23K sold.

Physician Wealth Advisors first reported a position in SPPP in Q4 2024 and held it in 3 quarters. The position peaked at $3.23K in Q2 2025. 57 funds tracked by Wall St. Rank hold SPPP as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 275 Sprott Physical Platinum and Palladium Trust shares in Q3 2025, an estimated $3.23K.
  • Physician Wealth Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2024 and held it in 3 quarters.
  • Physician Wealth Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $3.23K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.