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Superior Planning, LLC’s Avista AVA Stock Holding History

Superior Planning, LLC’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.7K Buy
+448
New +$17.4K 0.01% 777

Other funds holding AVA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Avista (AVA) in Q3 2026: 448 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings.

264 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Superior Planning, LLC held 448 shares of Avista worth $15.7K as of Q3 2026.
  • Avista was a new Superior Planning, LLC position in Q3 2026.
  • Avista made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #777 holding.
  • 264 funds tracked by Wall St. Rank held Avista as of Q3 2026.

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