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

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

KPWS

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 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. 34 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.
34 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.