WMN
PLTM icon

Wealth Management Nebraska’s GraniteShares Platinum Shares PLTM Stock Holding History

Wealth Management Nebraska’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,881
Closed -$333K – 104
2025
Q4 		$333K Buy
16,881
+409
+2% +$6.67K 0.04% 75
2025
Q3 		$249K Buy
+16,472
New +$221K 0.03% 86

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Management Nebraska's PLTM Position: Q1 2026 in Review

Wealth Management Nebraska sold out of GraniteShares Platinum Shares (PLTM) in Q1 2026, closing a stake of 16,881 shares — an estimated $333K sold.

Wealth Management Nebraska first reported a position in PLTM in Q3 2025 and held it in 2 quarters. The position peaked at $333K in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Wealth Management Nebraska reported no remaining GraniteShares Platinum Shares position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Nebraska sold 16,881 GraniteShares Platinum Shares shares in Q1 2026, an estimated $333K.
  • Wealth Management Nebraska first reported a position in GraniteShares Platinum Shares in Q3 2025 and held it in 2 quarters.
  • Wealth Management Nebraska's GraniteShares Platinum Shares position peaked at $333K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.