Superior Planning, LLC’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.71K	Buy	+57	New	+$3.75K	﹤0.01%	1319

Other funds holding LEGR

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2026: 57 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

48 funds tracked by Wall St. Rank hold LEGR as of Q3 2026.

Superior Planning, LLC held 57 shares of First Trust Indxx Innovative Transaction & Process ETF worth $3.71K as of Q3 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Superior Planning, LLC position in Q3 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1319 holding.
48 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2026.

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