Superior Planning, LLC’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Buy	+2,741	New	+$224K	0.09%	153

Other funds holding LCTU

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2026: 2,741 shares worth $224K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings.

160 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Superior Planning, LLC held 2,741 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $224K as of Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #153 holding.
160 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

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