Superior Planning, LLC’s Antero Midstream AM Stock Holding History

Superior Planning, LLC’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.29K	Buy	+213	New	+$4.69K	﹤0.01%	1260

Other funds holding AM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Superior Planning, LLC's AM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Antero Midstream (AM) in Q3 2026: 213 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings.

342 funds tracked by Wall St. Rank hold AM as of Q3 2026.

Superior Planning, LLC held 213 shares of Antero Midstream worth $4.29K as of Q3 2026.
Antero Midstream was a new Superior Planning, LLC position in Q3 2026.
Antero Midstream made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1260 holding.
342 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.