Superior Planning, LLC’s iShares International Country Rotation Active ETF CORO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.48M	Buy	+95,717	New	+$3.49M	1.45%	11

Other funds holding CORO

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares International Country Rotation Active ETF (CORO) in Q3 2026: 95,717 shares worth $3.48M. The stake represents 1.45% of the portfolio and ranks #11 among its holdings.

385 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

Superior Planning, LLC held 95,717 shares of iShares International Country Rotation Active ETF worth $3.48M as of Q3 2026.
iShares International Country Rotation Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares International Country Rotation Active ETF made up 1.45% of Superior Planning, LLC's portfolio in Q3 2026, its #11 holding.
385 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

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