SMART Wealth’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

SMART Wealth’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
2026 Q1	–	Sell	-12,375	Closed	-$360K	–	225
2025 Q4	$360K	Sell	12,375 -3,125	-20%	-$84.2K	0.11%	132
2025 Q3	$354K	Sell	15,500 -11,655	-43%	-$250K	0.13%	105
2025 Q2	$546K	Buy	27,155 +12,715	+88%	+$230K	0.17%	102
2025 Q1	$262K	Sell	14,440 -2,415	-14%	-$42.5K	0.09%	134
2024 Q4	$282K	Buy	+16,855	New	+$312K	0.1%	123

Other funds holding PALL

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

SMART Wealth's PALL Position: Q1 2026 in Review

SMART Wealth sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2026, closing a stake of 12,375 shares — an estimated $360K sold.

SMART Wealth first reported a position in PALL in Q4 2024 and held it in 5 quarters. The position peaked at $546K in Q2 2025. 123 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

SMART Wealth reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 12,375 abrdn Physical Palladium Shares ETF shares in Q1 2026, an estimated $360K.
SMART Wealth first reported a position in abrdn Physical Palladium Shares ETF in Q4 2024 and held it in 5 quarters.
SMART Wealth's abrdn Physical Palladium Shares ETF position peaked at $546K in Q2 2025.
123 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.