Superior Planning, LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.2M	Buy	+222,844	New	+$11.2M	4.67%	2

Other funds holding USFR

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

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

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

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

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 222,844 shares worth $11.2M. The stake represents 4.67% of the portfolio and ranks #2 among its holdings.

504 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Superior Planning, LLC held 222,844 shares of WisdomTree Floating Rate Treasury Fund worth $11.2M as of Q3 2026.
WisdomTree Floating Rate Treasury Fund was a new Superior Planning, LLC position in Q3 2026.
WisdomTree Floating Rate Treasury Fund made up 4.67% of Superior Planning, LLC's portfolio in Q3 2026, its #2 holding.
504 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

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