180 Wealth Advisors’s Planet Labs PL Stock Holding History

180 Wealth Advisors’s Portfolio PL Stock Details PL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Sell	140,180 -6,775	-5%	-$250K	0.47%	54
2026 Q1	$4.11M	Sell	146,955 -1,354	-0.9%	-$34.6K	0.47%	50
2025 Q4	$2.92M	Buy	148,309 +1,277	+0.9%	+$18.3K	0.33%	72
2025 Q3	$1.91M	Buy	147,032 +1,114	+0.8%	+$8.59K	0.23%	104
2025 Q2	$890K	Sell	145,918 -6,774	-4%	-$27.7K	0.12%	158
2025 Q1	$516K	Sell	152,692 -2,040	-1%	-$9.55K	0.08%	226
2024 Q4	$625K	Sell	154,732 -1,920	-1%	-$5.96K	0.1%	192
2024 Q3	$349K	Buy	156,652 +5,240	+3%	+$11.6K	0.06%	305
2024 Q2	$297K	Buy	151,412 +20,486	+16%	+$39.3K	0.05%	325
2024 Q1	$334K	Buy	130,926 +11,365	+10%	+$25.7K	0.06%	274
2023 Q4	$285K	Buy	119,561 +4,747	+4%	+$11.2K	0.06%	290
2023 Q3	$299K	Buy	114,814 +35,708	+45%	+$113K	0.07%	263
2023 Q2	$256K	Buy	79,106 +56,318	+247%	+$223K	0.06%	283
2023 Q1	$89.6K	Buy	22,788 +2,830	+14%	+$12.7K	0.02%	356
2022 Q4	$97K	Buy	19,958 +489	+3%	+$2.53K	0.02%	356
2022 Q3	$106K	Sell	19,469 -810	-4%	-$4.47K	0.03%	338
2022 Q2	$89K	Buy	20,279 +4,120	+25%	+$21.3K	0.02%	355
2022 Q1	$92K	Buy	16,159 +3,259	+25%	+$18K	0.02%	367
2021 Q4	$78K	Buy	+12,900	New	+$122K	0.02%	368

Other funds holding PL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return