Superior Planning, LLC’s iShares Global Clean Energy ETF ICLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.6K	Buy	+1,386	New	+$25K	0.01%	630

Other funds holding ICLN

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares Global Clean Energy ETF (ICLN) in Q3 2026: 1,386 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings.

334 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Superior Planning, LLC held 1,386 shares of iShares Global Clean Energy ETF worth $23.6K as of Q3 2026.
iShares Global Clean Energy ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Global Clean Energy ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #630 holding.
334 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

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