Superior Planning, LLC’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.36K	Buy	+148	New	+$5.42K	﹤0.01%	1179

Other funds holding RLY

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q3 2026: 148 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

139 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

Superior Planning, LLC held 148 shares of State Street Multi-Asset Real Return ETF worth $5.36K as of Q3 2026.
State Street Multi-Asset Real Return ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1179 holding.
139 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

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