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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.3K	Buy	+1,655	New	+$47.6K	0.02%	402

Other funds holding HDV

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

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

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

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

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

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

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

Superior Planning, LLC opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 1,655 shares worth $46.3K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

693 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Superior Planning, LLC held 1,655 shares of iShares Core High Dividend ETF worth $46.3K as of Q3 2026.
iShares Core High Dividend ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core High Dividend ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #402 holding.
693 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

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