WA
PPLT

Waverly Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Waverly Advisors’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 		– Sell
-14,880
Closed -$265K – 1815
2026
Q1 		$265K Buy
14,880
+1,080
+8% +$21.6K ﹤0.01% 1369
2025
Q4 		$257K Buy
+13,800
New +$213K ﹤0.01% 1274
2025
Q2 		– Sell
-163,380
Closed -$1.49M – 1211
2025
Q1 		$1.49M Sell
163,380
-34,550
-17% -$306K 0.02% 537
2024
Q4 		$1.64M Buy
+197,930
New +$1.75M 0.03% 422

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's PPLT Position: Q2 2026 in Review

Waverly Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026, closing a stake of 14,880 shares — an estimated $265K sold.

Waverly Advisors first reported a position in PPLT in Q4 2024 and held it in 4 quarters. The position peaked at $1.64M in Q4 2024. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

  • Waverly Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 14,880 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $265K.
  • Waverly Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2024 and held it in 4 quarters.
  • Waverly Advisors's abrdn Physical Platinum Shares ETF position peaked at $1.64M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.