Superior Planning, LLC’s iShares Infrastructure Active ETF BILT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.33K	Buy	+283	New	+$7.85K	﹤0.01%	1054

Other funds holding BILT

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Infrastructure Active ETF (BILT) in Q3 2026: 283 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

39 funds tracked by Wall St. Rank hold BILT as of Q3 2026.

Superior Planning, LLC held 283 shares of iShares Infrastructure Active ETF worth $7.33K as of Q3 2026.
iShares Infrastructure Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Infrastructure Active ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1054 holding.
39 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q3 2026.

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