Wealthcare Advisory Partners LLC
Position in SPPP — Sprott Physical Platinum & Palladium Trust
CIK 1683059
WEST CHESTER, PA
Position in SPPP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$247,191
-$8,288 QoQ
Shares Held
15,917
+4.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPPP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
545,634 | $16,461,777 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
436,792 | $7,294,426 | |
| 3 | ARCC |
Ares Capital Corp
|
264,044 | $4,892,735 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,725 | $3,990,004 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
205,537 | $3,878,483 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
79,900 | $3,214,377 | |
| 7 | BX |
Blackstone Inc.
|
20,925 | $2,462,244 | |
| 8 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
241,340 | $1,966,921 |
All Filings in SPPP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,191 | 15,917 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $255,479 | 15,171 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $192,591 | 14,182 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $140,584 | 11,985 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $119,130 | 11,985 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $106,546 | 11,985 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $171,850 | 17,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $170,975 | 17,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,073 | 23,220 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $233,785 | 23,170 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,273 | 23,238 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $251,739 | 23,032 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $281,220 | 23,032 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $312,104 | 22,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $316,773 | 22,152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,849 | 22,152 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||