Superior Planning, LLC’s Regan Floating Rate MBS ETF MBSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.6K	Buy	+457	New	+$11.7K	﹤0.01%	881

Other funds holding MBSF

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Regan Floating Rate MBS ETF (MBSF) in Q3 2026: 457 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

59 funds tracked by Wall St. Rank hold MBSF as of Q3 2026.

Superior Planning, LLC held 457 shares of Regan Floating Rate MBS ETF worth $11.6K as of Q3 2026.
Regan Floating Rate MBS ETF was a new Superior Planning, LLC position in Q3 2026.
Regan Floating Rate MBS ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #881 holding.
59 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q3 2026.

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