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WMG Financial Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

WMG Financial Advisors’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,875
Closed -$433K – 108
2025
Q4 		$433K Buy
14,875
+1,250
+9% +$33.7K 0.18% 66
2025
Q3 		$311K Buy
+13,625
New +$292K 0.1% 138

Other funds holding PALL

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

WMG Financial Advisors's PALL Position: Q1 2026 in Review

WMG Financial Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2026, closing a stake of 14,875 shares — an estimated $433K sold.

WMG Financial Advisors first reported a position in PALL in Q3 2025 and held it in 2 quarters. The position peaked at $433K in Q4 2025. 124 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

  • WMG Financial Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 14,875 abrdn Physical Palladium Shares ETF shares in Q1 2026, an estimated $433K.
  • WMG Financial Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q3 2025 and held it in 2 quarters.
  • WMG Financial Advisors's abrdn Physical Palladium Shares ETF position peaked at $433K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.