Valeo Financial Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Valeo Financial Advisors’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	$282K	Hold	12,750	–	–	0.01%	639
2026 Q1	$344K	Hold	12,750	–	–	0.01%	501
2025 Q4	$371K	Hold	12,750	–	–	0.01%	551
2025 Q3	$291K	Hold	12,750	–	–	0.01%	618
2025 Q2	$257K	Hold	12,750	–	–	0.01%	627
2025 Q1	$231K	Hold	12,750	–	–	0.01%	605
2024 Q4	$213K	Hold	12,750	–	–	0.01%	649
2024 Q3	$234K	Hold	12,750	–	–	0.01%	608
2024 Q2	$227K	Hold	12,750	–	–	0.01%	575
2024 Q1	$235K	Hold	12,750	–	–	0.01%	570
2023 Q4	$258K	Hold	12,750	–	–	0.01%	539
2023 Q3	$293K	Sell	12,750 -2,500	-16%	-$57.7K	0.01%	464
2023 Q2	$347K	Hold	15,250	–	–	0.02%	396
2023 Q1	$412K	Hold	15,250	–	–	0.02%	370
2022 Q4	$504K	Buy	+15,250	New	+$547K	0.03%	286

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 40.89% 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

Valeo Financial Advisors's PALL Position: Q2 2026 in Review

Valeo Financial Advisors held its abrdn Physical Palladium Shares ETF (PALL) position steady in Q2 2026 at 12,750 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #639.

Valeo Financial Advisors first reported a position in PALL in Q4 2022 and has held it in 15 quarters since. The position peaked at $504K in Q4 2022. 111 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

Valeo Financial Advisors held 12,750 shares of abrdn Physical Palladium Shares ETF worth $282K as of Q2 2026.
Valeo Financial Advisors left its abrdn Physical Palladium Shares ETF share count unchanged in Q2 2026.
abrdn Physical Palladium Shares ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #639 holding.
Valeo Financial Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q4 2022 and has held it in 15 quarters since.
Valeo Financial Advisors's abrdn Physical Palladium Shares ETF position peaked at $504K in Q4 2022.
111 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.