PWA
PPLT

Primoris Wealth Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Primoris Wealth 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
Q1 		– Sell
-18,500
Closed -$345K – 114
2025
Q4 		$345K Buy
+18,500
New +$285K 0.21% 83

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Primoris Wealth Advisors's PPLT Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2026, closing a stake of 18,500 shares — an estimated $345K sold.

Primoris Wealth Advisors first reported a position in PPLT in Q4 2025 and held it in 1 quarter. The position peaked at $345K in Q4 2025. 223 funds tracked by Wall St. Rank hold PPLT as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 18,500 abrdn Physical Platinum Shares ETF shares in Q1 2026, an estimated $345K.
  • Primoris Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2025 and held it in 1 quarter.
  • Primoris Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $345K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.