Sowell Financial Services
GLTR icon

Sowell Financial Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Sowell Financial Services’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Sell
1,661
-77
-4% -$16.3K 0.01% 870
2026
Q1 		$380K Hold
1,738
– – 0.01% 737
2025
Q4 		$357K Buy
1,738
+65
+4% +$11.9K 0.01% 758
2025
Q3 		$277K Buy
1,673
+145
+9% +$21.2K 0.01% 839
2025
Q2 		$211K Buy
+1,528
New +$204K 0.01% 946

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sowell Financial Services's GLTR Position: Q2 2026 in Review

Sowell Financial Services reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 4.4% in Q2 2026, selling an estimated $16.3K and leaving 1,661 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #870.

Sowell Financial Services first reported a position in GLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q1 2026. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

  • Sowell Financial Services held 1,661 shares of abrdn Physical Precious Metals Basket Shares ETF worth $301K as of Q2 2026.
  • Sowell Financial Services sold 77 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $16.3K.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #870 holding.
  • Sowell Financial Services first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2025 and has held it in 5 quarters since.
  • Sowell Financial Services's abrdn Physical Precious Metals Basket Shares ETF position peaked at $380K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.