Superior Planning, LLC’s Strive Inc ASST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.68K	Buy	+159	New	+$2.95K	﹤0.01%	1223

Other funds holding ASST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Strive Inc (ASST) in Q3 2026: 159 shares worth $4.68K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

114 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

Superior Planning, LLC held 159 shares of Strive Inc worth $4.68K as of Q3 2026.
Strive Inc was a new Superior Planning, LLC position in Q3 2026.
Strive Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1223 holding.
114 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

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