Strategic Investment Solutions’s Planet Labs PL Stock Holding History

Strategic Investment Solutions’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	$14.1K	Hold	425	–	–	﹤0.01%	400
2026 Q1	$11.9K	Hold	425	–	–	﹤0.01%	408
2025 Q4	$8.38K	Hold	425	–	–	﹤0.01%	420
2025 Q3	$5.52K	Hold	425	–	–	﹤0.01%	437
2025 Q2	$2.59K	Hold	425	–	–	﹤0.01%	487
2025 Q1	$1.44K	Hold	425	–	–	﹤0.01%	530
2024 Q4	$1.72K	Hold	425	–	–	﹤0.01%	536
2024 Q3	$948	Buy	+425	New	+$944	﹤0.01%	535
2023 Q4	$1.05K	Sell	425 -26,350	-98%	-$62.3K	﹤0.01%	1007
2023 Q3	$85.1K	Buy	26,775 +26,350	+6,200%	+$83.7K	﹤0.01%	567
2023 Q2	$1.95K	Hold	425	–	–	﹤0.01%	754
2023 Q1	$1.67K	Buy	+425	New	+$1.9K	﹤0.01%	890

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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