Sovereign Financial Group’s GraniteShares Platinum Shares PLTM Stock Holding History

Sovereign Financial Group’s Portfolio PLTM Stock Details PLTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,147	Closed	-$286K	–	401
2026 Q1	$286K	Sell	15,147 -5,143	-25%	-$109K	0.05%	289
2025 Q4	$400K	Buy	20,290 +4,100	+25%	+$66.9K	0.07%	223
2025 Q3	$245K	Sell	16,190 -4,810	-23%	-$64.4K	0.05%	287
2025 Q2	$273K	Buy	+21,000	New	+$217K	0.06%	264

Other funds holding PLTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sovereign Financial Group's PLTM Position: Q2 2026 in Review

Sovereign Financial Group sold out of GraniteShares Platinum Shares (PLTM) in Q2 2026, closing a stake of 15,147 shares — an estimated $286K sold.

Sovereign Financial Group first reported a position in PLTM in Q2 2025 and held it in 4 quarters. The position peaked at $400K in Q4 2025. 49 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Sovereign Financial Group reported no remaining GraniteShares Platinum Shares position as of Q2 2026 after selling out during the quarter.
Sovereign Financial Group sold 15,147 GraniteShares Platinum Shares shares in Q2 2026, an estimated $286K.
Sovereign Financial Group first reported a position in GraniteShares Platinum Shares in Q2 2025 and held it in 4 quarters.
Sovereign Financial Group's GraniteShares Platinum Shares position peaked at $400K in Q4 2025.
49 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.