IFP Advisors, Inc PALL — ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM

Ownership history in IFP Advisors, Inc  ·  15 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM (PALL) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows PALL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PALL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PALL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PALL stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held PALL — position size vs. price
% of Fund (quarterly)    PALL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,759 +959 +119.9% 0.00% $38K 2026-10-16 $20.17
2024 Q4 UNCHANGED — — — 800 — 0% 0.00% $73K 2025-02-04 $18.23
2024 Q2 UNCHANGED — — — 800 — 0% 0.00% $75K 2024-07-30 $16.40
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PALL

As of 2026 Q3 — sorted by position size

Alhambra Investment Management LLC 3Y 0.47% Gradient Investments LLC 3Y 7Y 0.15% Kellett Wealth Advisors, LLC 3Y 0.11% Noble Wealth Management PBC 0.02% Valeo Financial Advisors, LLC 3Y 7Y 0.01% Hilltop National Bank 0.0% Farther Finance Advisors, LLC 3Y 0.0% GK Wealth Management LLC 0.0% Blue Trust, Inc. 3Y 0.0% Triumph Capital Management 3Y 0.0%

FAQ About IFP Advisors, Inc and PALL

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning PALL?

IFP Advisors, Inc reported PALL across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PALL position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for PALL was 0.00% in 2024 Q2.

What is the latest reported PALL position on this page?

The most recent filing on this page is 2026 Q3, when IFP Advisors, Inc reported 1,759 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this PALL ownership page compare?

The chart compares IFP Advisors, Inc's quarterly PALL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their PALL position?

Based on 13F filing dates vs. subsequent PALL price moves, IFP Advisors, Inc correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on PALL relative to SPY over the holding period was -23.5%.

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