WG
PLTW

Wellington Group’s Roundhill PLTR WeeklyPay ETF PLTW Stock Holding History

Wellington Group’s Portfolio PLTW Stock Details PLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-569
Closed -$21.2K – 456
2025
Q4 		$21.2K Buy
+569
New +$24.3K 0.01% 385

Other funds holding PLTW

Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wellington Group's PLTW Position: Q1 2026 in Review

Wellington Group sold out of Roundhill PLTR WeeklyPay ETF (PLTW) in Q1 2026, closing a stake of 569 shares — an estimated $21.2K sold.

Wellington Group first reported a position in PLTW in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 7 funds tracked by Wall St. Rank hold PLTW as of Q1 2026.

  • Wellington Group reported no remaining Roundhill PLTR WeeklyPay ETF position as of Q1 2026 after selling out during the quarter.
  • Wellington Group sold 569 Roundhill PLTR WeeklyPay ETF shares in Q1 2026, an estimated $21.2K.
  • Wellington Group first reported a position in Roundhill PLTR WeeklyPay ETF in Q4 2025 and held it in 1 quarter.
  • Wellington Group's Roundhill PLTR WeeklyPay ETF position peaked at $21.2K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Roundhill PLTR WeeklyPay ETF as of Q1 2026.

Based on Wellington Group's 13F filing for Q1 2026, filed 22 May 2026.