Total Wealth Planning & Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Total Wealth Planning & Management’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Sell	12,865 -3,180	-20%	-$81.3K	0.19%	174
2026 Q1	$432K	Sell	16,045 -20	-0.1%	-$619	0.32%	109
2025 Q4	$467K	Buy	+16,065	New	+$433K	0.35%	88

Other funds holding PALL

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KPWS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Total Wealth Planning & Management's PALL Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 20% in Q2 2026, selling an estimated $81.3K and leaving 12,865 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #174.

Total Wealth Planning & Management first reported a position in PALL in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 112 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

Total Wealth Planning & Management held 12,865 shares of abrdn Physical Palladium Shares ETF worth $284K as of Q2 2026.
Total Wealth Planning & Management sold 3,180 abrdn Physical Palladium Shares ETF shares in Q2 2026, an estimated $81.3K.
abrdn Physical Palladium Shares ETF made up 0.19% of Total Wealth Planning & Management's portfolio in Q2 2026, its #174 holding.
Total Wealth Planning & Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2025 and has held it in 3 quarters since.
Total Wealth Planning & Management's abrdn Physical Palladium Shares ETF position peaked at $467K in Q4 2025.
112 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.