WAP
SPPP

Wealthcare Advisory Partners’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Wealthcare Advisory Partners’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,917
Closed -$247K – 1147
2026
Q1 		$247K Buy
15,917
+746
+5% +$13.2K ﹤0.01% 946
2025
Q4 		$255K Buy
15,171
+989
+7% +$14.6K 0.01% 938
2025
Q3 		$193K Buy
14,182
+2,197
+18% +$27.1K ﹤0.01% 979
2025
Q2 		$141K Hold
11,985
– – ﹤0.01% 944
2025
Q1 		$119K Hold
11,985
– – ﹤0.01% 887
2024
Q4 		$107K Sell
11,985
-5,515
-32% -$54.1K ﹤0.01% 876
2024
Q3 		$172K Hold
17,500
– – ﹤0.01% 847
2024
Q2 		$171K Sell
17,500
-5,720
-25% -$56.2K 0.01% 800
2024
Q1 		$224K Buy
23,220
+50
+0.2% +$469 0.01% 741
2023
Q4 		$234K Sell
23,170
-68
-0.3% -$683 0.01% 677
2023
Q3 		$250K Buy
23,238
+206
+0.9% +$2.26K 0.01% 594
2023
Q2 		$252K Hold
23,032
– – 0.01% 618
2023
Q1 		$281K Buy
23,032
+100
+0.4% +$1.26K 0.01% 592
2022
Q4 		$312K Buy
22,932
+780
+4% +$10.8K 0.01% 525
2022
Q3 		$317K Hold
22,152
– – 0.02% 470
2022
Q2 		$293K Buy
+22,152
New +$322K 0.02% 432

Other funds holding SPPP

PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Wealthcare Advisory Partners's SPPP Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2026, closing a stake of 15,917 shares — an estimated $247K sold.

Wealthcare Advisory Partners first reported a position in SPPP in Q2 2022 and held it in 16 quarters. The position peaked at $317K in Q3 2022. 10 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,917 Sprott Physical Platinum and Palladium Trust shares in Q2 2026, an estimated $247K.
  • Wealthcare Advisory Partners first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2022 and held it in 16 quarters.
  • Wealthcare Advisory Partners's Sprott Physical Platinum and Palladium Trust position peaked at $317K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.