Superior Planning, LLC’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$73.8K	Buy	+485	New	+$78.2K	0.03%	284

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 485 shares worth $73.8K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings.

1,126 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Superior Planning, LLC held 485 shares of iShares Select Dividend ETF worth $73.8K as of Q3 2026.
iShares Select Dividend ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Select Dividend ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #284 holding.
1,126 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

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