Superior Planning, LLC’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48.4K	Buy	+1,496	New	+$50.1K	0.02%	391

Other funds holding HDEF

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

15 Wealth Advisors Mundelein, Illinois $399M AUM

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

Superior Planning, LLC opened a new position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q3 2026: 1,496 shares worth $48.4K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings.

101 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

Superior Planning, LLC held 1,496 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $48.4K as of Q3 2026.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #391 holding.
101 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

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