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

Summit Financial’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
2026 Q2	$430K	Hold	30,400	–	–	﹤0.01%	1161
2026 Q1	$542K	Buy	30,400 +1,130	+4%	+$22.6K	0.01%	968
2025 Q4	$546K	Hold	29,270	–	–	0.01%	871
2025 Q3	$418K	Hold	29,270	–	–	0.01%	946
2025 Q2	$360K	Hold	29,270	–	–	0.01%	645
2025 Q1	$267K	Hold	29,270	–	–	0.01%	636
2024 Q4	$243K	Buy	+29,270	New	+$259K	0.01%	583

Other funds holding PPLT

CTC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Summit Financial's PPLT Position: Q2 2026 in Review

Summit Financial held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q2 2026 at 30,400 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Summit Financial first reported a position in PPLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Summit Financial held 30,400 shares of abrdn Physical Platinum Shares ETF worth $430K as of Q2 2026.
Summit Financial left its abrdn Physical Platinum Shares ETF share count unchanged in Q2 2026.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1161 holding.
Summit Financial first reported a position in abrdn Physical Platinum Shares ETF in Q4 2024 and has held it in 7 quarters since.
Summit Financial's abrdn Physical Platinum Shares ETF position peaked at $546K in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.