Independent Financial Group’s Planet Labs PL Stock Holding History

Independent Financial Group’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	$611K	Buy	+18,437	New	+$682K	0.01%	899
2023 Q2	–	Sell	-18,700	Closed	-$73.5K	–	919
2023 Q1	$73.5K	Hold	18,700	–	–	0.01%	817
2022 Q4	$81.3K	Hold	18,700	–	–	0.01%	760
2022 Q3	$102K	Sell	18,700 -6,300	-25%	-$34.8K	0.01%	710
2022 Q2	$108K	Buy	25,000 +14,500	+138%	+$74.9K	0.01%	677
2022 Q1	$53.3K	Buy	+10,500	New	+$57.9K	﹤0.01%	768

Other funds holding PL

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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 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 $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return