Superior Planning, LLC’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.4K	Buy	+459	New	+$23.6K	0.01%	634

Other funds holding DCRE

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q3 2026: 459 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings.

61 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Superior Planning, LLC held 459 shares of DoubleLine Commercial Real Estate Debt ETF worth $23.4K as of Q3 2026.
DoubleLine Commercial Real Estate Debt ETF was a new Superior Planning, LLC position in Q3 2026.
DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #634 holding.
61 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

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