SFC
PPLT

Strategic Financial Concepts’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-50,860
Closed -$727K – 251
2025
Q3 		$727K Buy
50,860
+540
+1% +$6.83K 0.11% 102
2025
Q2 		$618K Sell
50,320
-131,800
-72% -$1.29M 0.09% 125
2025
Q1 		$1.66M Buy
+182,120
New +$1.61M 0.31% 68

Other funds holding PPLT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Concepts's PPLT Position: Q4 2025 in Review

Strategic Financial Concepts sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2025, closing a stake of 50,860 shares — an estimated $727K sold.

Strategic Financial Concepts first reported a position in PPLT in Q1 2025 and held it in 3 quarters. The position peaked at $1.66M in Q1 2025. 244 funds tracked by Wall St. Rank hold PPLT as of Q4 2025.

  • Strategic Financial Concepts reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 50,860 abrdn Physical Platinum Shares ETF shares in Q4 2025, an estimated $727K.
  • Strategic Financial Concepts first reported a position in abrdn Physical Platinum Shares ETF in Q1 2025 and held it in 3 quarters.
  • Strategic Financial Concepts's abrdn Physical Platinum Shares ETF position peaked at $1.66M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.