Institute for Wealth Management’s Planet Labs PL Stock Holding History

Institute for Wealth Management’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	$1.57K	Buy	+48	New	+$1.77K	﹤0.01%	1620

Other funds holding PL

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's PL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Planet Labs (PL) in Q2 2026: 48 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

220 funds tracked by Wall St. Rank hold PL as of Q2 2026.

Institute for Wealth Management held 48 shares of Planet Labs worth $1.57K as of Q2 2026.
Planet Labs was a new Institute for Wealth Management position in Q2 2026.
Planet Labs made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1620 holding.
220 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.