Superior Planning, LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209K	Buy	+3,021	New	+$235K	0.09%	160

Other funds holding ITA

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

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 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

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

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

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 3,021 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #160 among its holdings.

778 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Superior Planning, LLC held 3,021 shares of iShares US Aerospace & Defense ETF worth $209K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new Superior Planning, LLC position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #160 holding.
778 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

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