Private Wealth Advisors (California)’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Private Wealth Advisors (California)’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-62,275	Closed	-$1.25M	–	94
2025 Q2	$1.25M	Buy	62,275 +1,255	+2%	+$22.7K	0.46%	54
2025 Q1	$1.11M	Buy	61,020 +1,315	+2%	+$23.1K	0.4%	50
2024 Q4	$997K	Sell	59,705 -56,030	-48%	-$1.04M	0.39%	50
2024 Q3	$2.13M	Buy	+115,735	New	+$2.05M	0.82%	42

Other funds holding PALL

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Advisors (California)'s PALL Position: Q3 2025 in Review

Private Wealth Advisors (California) sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2025, closing a stake of 62,275 shares — an estimated $1.25M sold.

Private Wealth Advisors (California) first reported a position in PALL in Q3 2024 and held it in 4 quarters. The position peaked at $2.13M in Q3 2024. 98 funds tracked by Wall St. Rank hold PALL as of Q3 2025.

Private Wealth Advisors (California) reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2025 after selling out during the quarter.
Private Wealth Advisors (California) sold 62,275 abrdn Physical Palladium Shares ETF shares in Q3 2025, an estimated $1.25M.
Private Wealth Advisors (California) first reported a position in abrdn Physical Palladium Shares ETF in Q3 2024 and held it in 4 quarters.
Private Wealth Advisors (California)'s abrdn Physical Palladium Shares ETF position peaked at $2.13M in Q3 2024.
98 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2025, filed 1 Dec 2025.