WMG Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

WMG Financial Advisors’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	$389K	Buy	+27,500	New	+$478K	0.15%	67
2026 Q1	–	Sell	-58,700	Closed	-$1.09M	–	110
2025 Q4	$1.09M	Buy	58,700 +24,000	+69%	+$370K	0.45%	39
2025 Q3	$496K	Buy	34,700 +10,500	+43%	+$133K	0.17%	91
2025 Q2	$297K	Buy	+24,200	New	+$237K	0.11%	133

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WMG Financial Advisors's PPLT Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026: 27,500 shares worth $389K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in PPLT as recently as Q4 2025.

WMG Financial Advisors first reported a position in PPLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

WMG Financial Advisors held 27,500 shares of abrdn Physical Platinum Shares ETF worth $389K as of Q2 2026.
abrdn Physical Platinum Shares ETF was a new WMG Financial Advisors position in Q2 2026.
abrdn Physical Platinum Shares ETF made up 0.15% of WMG Financial Advisors's portfolio in Q2 2026, its #67 holding.
WMG Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q2 2025 and has held it in 4 quarters since.
WMG Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $1.09M in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.