WE
PPLT

Wealth Effects’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Wealth Effects’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 		$141K Buy
+10,000
New +$174K 0.04% 246
2026
Q1 		– Sell
-20,000
Closed -$373K – 248
2025
Q4 		$373K Buy
20,000
+5,000
+33% +$77K 0.12% 133
2025
Q3 		$214K Buy
+15,000
New +$190K 0.07% 198

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

Wealth Effects's PPLT Position: Q2 2026 in Review

Wealth Effects opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026: 10,000 shares worth $141K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Wealth Effects previously reported a position in PPLT as recently as Q4 2025.

Wealth Effects first reported a position in PPLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

  • Wealth Effects held 10,000 shares of abrdn Physical Platinum Shares ETF worth $141K as of Q2 2026.
  • abrdn Physical Platinum Shares ETF was a new Wealth Effects position in Q2 2026.
  • abrdn Physical Platinum Shares ETF made up 0.04% of Wealth Effects's portfolio in Q2 2026, its #246 holding.
  • Wealth Effects first reported a position in abrdn Physical Platinum Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealth Effects's abrdn Physical Platinum Shares ETF position peaked at $373K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.