Investment Planning Advisors, Inc. Reduced Holdings in Q3 2025

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-443K
- 56.24%
$36.89 - $39.72 $16.3M - $17.6M
345K $13.6M
CGCP
Capital Group Core Plus Income

ETFs
-613K
- 72.88%
$22.27 - $22.95 $13.7M - $14.1M
228K $5.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-128K
- 26.47%
$45.26 - $46.63 $5.78M - $5.95M
355K $16.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.1K
- 29.85%
$55.61 - $57.37 $838K - $865K
35.4K $2.02M
CGGR
Capital Group Growth ETF Shs C

ETFs
-12.3K
- 14.79%
$40.2 - $44.58 $496K - $551K
71.2K $3.13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.91K
- 31.89%
$42.26 - $47.16 $250K - $279K
12.6K $584K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.83K
- 15.08%
$53.81 - $57.52 $206K - $220K
21.6K $1.24M
CSB
Victory Portf Ii Shs Us Small

ETFs
-2.54K
- 25.64%
$55.33 - $60.22 $141K - $153K
7.38K $436K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.53K
- 17.35%
$44.22 - $45.74 $67.8K - $70.1K
7.3K $332K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.15K
- 30.44%
$25.29 - $28.33 $79.6K - $89.2K
7.2K $200K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-380
- 4.14%
$46.51 - $50.07 $17.7K - $19K
8.8K $412K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.64K
- 7.75%
$30.67 - $32.13 $50.3K - $52.7K
19.5K $617K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-8.13K
- 7.59%
$8.57 - $9.09 $69.6K - $73.9K
99K $895K
SUB
Ishares Short Term National Mu

ETFs
-285
- 4.11%
$106.17 - $107.3 $30.3K - $30.6K
6.65K $710K
SRLN
Ssga Active Trust

ETFs
-597
- 6.2%
$41.28 - $41.65 $24.6K - $24.9K
9.03K $375K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.23K
- 5.5%
$22.9 - $23.58 $28.2K - $29K
21.1K $496K
JPIE
J P Morgan Exchange Traded Fd
-302
- 1.47%
$46.01 - $46.55 $13.9K - $14.1K
20.2K $936K
Goldman Sachs ETF Tr
-428
- 1.73%
N/A
24.3K $0
Capital Group Global Equity
-555K
- 96.11%
N/A
22.5K $0
CGMS
Capital Grp Core Plus Income E
-2.41K
- 13.5%
N/A
15.4K $0
J P Morgan Exchange Traded F
-421K
- 87.27%
N/A
61.4K $0
Capital Group International
-3.32K
- 12.2%
N/A
23.9K $0
J P Morgan Exchange Traded F
-199K
- 97.99%
N/A
4.1K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-141
- 5.69%
$182.33 - $194.5 $25.7K - $27.4K
2.34K $454K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-60
- 0.71%
$28.92 - $32.19 $1.74K - $1.93K
8.4K $267K
SPMD
Spdr Portfolio

ETFs
-83
- 0.74%
$54.43 - $58.29 $4.52K - $4.84K
11.1K $635K
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 1.52%
$303.93 - $329.86 $12.5K - $13.5K
2.65K $870K
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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