Superior Planning, LLC’s FS Specialty Lending Fund FSSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.7K	Buy	+3,158	New	+$36.1K	0.02%	467

Other funds holding FSSL

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

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

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

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in FS Specialty Lending Fund (FSSL) in Q3 2026: 3,158 shares worth $36.7K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

162 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

Superior Planning, LLC held 3,158 shares of FS Specialty Lending Fund worth $36.7K as of Q3 2026.
FS Specialty Lending Fund was a new Superior Planning, LLC position in Q3 2026.
FS Specialty Lending Fund made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #467 holding.
162 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

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