Superior Planning, LLC’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.14K	Buy	+154	New	+$5.6K	﹤0.01%	1193

Other funds holding CDP

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

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

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

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

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

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

Superior Planning, LLC opened a new position in COPT Defense Properties (CDP) in Q3 2026: 154 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

220 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

Superior Planning, LLC held 154 shares of COPT Defense Properties worth $5.14K as of Q3 2026.
COPT Defense Properties was a new Superior Planning, LLC position in Q3 2026.
COPT Defense Properties made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1193 holding.
220 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

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