Superior Planning, LLC’s iShares Securitized Income Active ETF SECU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.8K	Buy	+242	New	+$12K	﹤0.01%	873

Other funds holding SECU

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

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

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

Superior Planning, LLC opened a new position in iShares Securitized Income Active ETF (SECU) in Q3 2026: 242 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings.

84 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

Superior Planning, LLC held 242 shares of iShares Securitized Income Active ETF worth $11.8K as of Q3 2026.
iShares Securitized Income Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Securitized Income Active ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #873 holding.
84 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

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