SIS
SPPP

Strategic Investment Solutions’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Strategic Investment Solutions’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Sell
8,333
-5,369
-39% -$80.6K 0.02% 202
2026
Q1 		$213K Buy
13,702
+5,375
+65% +$95.3K 0.05% 141
2025
Q4 		$140K Buy
+8,327
New +$123K 0.03% 158
2025
Q3 		– Sell
-1,858
Closed -$21.8K – 642
2025
Q2 		$21.8K Hold
1,858
– – 0.01% 281
2025
Q1 		$18.5K Hold
1,858
– – 0.01% 298
2024
Q4 		$18.7K Hold
1,858
– – 0.01% 313
2024
Q3 		$18.2K Hold
1,858
– – 0.01% 294
2024
Q2 		$17.6K Buy
+1,858
New +$18.2K 0.01% 280
2023
Q4 		$18.7K Buy
+1,858
New +$18.7K ﹤0.01% 665

Other funds holding SPPP

PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return