Superior Planning, LLC’s iShares Core Dividend ETF DIVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.03K	Buy	+140	New	+$9.3K	﹤0.01%	965

Other funds holding DIVB

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

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

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

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

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

Superior Planning, LLC opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 140 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

147 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Superior Planning, LLC held 140 shares of iShares Core Dividend ETF worth $9.03K as of Q3 2026.
iShares Core Dividend ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core Dividend ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #965 holding.
147 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

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