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Kellett Wealth Advisors, LLC → PALL

Kellett Wealth Advisors, LLC PALL Position History

abrdn Physical Palladium Shares ETF • Basic Materials

Quarters held
4
Latest value
$293K
Q3 2026
Peak value
$388K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$388K
Q1 2026$359K
Q2 2026$295K
Q3 2026$293K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$293K13.4K——
Q2 2026$295K13.4K——
Q1 2026$359K2.7K——
Q4 2025$388K2.7K——

Other funds holding PALL

Other Kellett Wealth Advisors, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$38.5M
SPY

SPDR S&P 500 ETF TR

$38.2M
SPY

SPDR S&P 500 ETF TR

$37M
SPY

STATE STR SPDR S&P 500 ETF T

$32.8M
ETHA

ISHARES TR

$30.4M
STT-PG

SPDR SERIES TRUST

$24.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.7M
SPY

STATE STR SPDR S&P 500 ETF T

$16.3M
Kellett Wealth Advisors, LLC PALL Holdings: 13F Position History | Track13F