Superior Planning, LLC’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.47K	Buy	+178	New	+$8.54K	﹤0.01%	1048

Other funds holding YOU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

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

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

Superior Planning, LLC opened a new position in Clear Secure (YOU) in Q3 2026: 178 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

288 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Superior Planning, LLC held 178 shares of Clear Secure worth $7.47K as of Q3 2026.
Clear Secure was a new Superior Planning, LLC position in Q3 2026.
Clear Secure made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1048 holding.
288 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

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