Investment Planning Advisors, Inc. Sells in Q1 2025

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
-119K
- 84.62%
$96.9 - $104.39 $11.5M - $12.4M
21.6K $2.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-138K
- 84.57%
$40.03 - $46.81 $5.53M - $6.46M
25.2K $1.03M
SPMD
Spdr Portfolio

ETFs
-57.2K
- 83.48%
$50.21 - $57.73 $2.87M - $3.3M
11.3K $579K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-34.7K
- 55.68%
$76.94 - $78.28 $2.67M - $2.72M
27.6K $2.16M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-17.3K
- 65.52%
$96.88 - $111.25 $1.68M - $1.92M
9.1K $908K
MUB
Ishares National Muni Bond ETF

ETFs
-12.4K
- 50.44%
$104.71 - $107.69 $1.29M - $1.33M
12.1K $1.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.28K
- 3.44%
$67.03 - $74.61 $421K - $468K
176K $12M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-40.4K
- 26.4%
$13.21 - $14.63 $534K - $591K
113K $1.49M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-63.3K
- 34.35%
$8.24 - $8.68 $522K - $550K
121K $998K
CGCP
Capital Group Core Plus Income

ETFs
-20.5K
- 2.32%
$21.94 - $22.64 $450K - $465K
866K $19.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-20
- 0.69%
$307.43 - $357.48 $6.15K - $7.15K
2.88K $888K
AAPL
Apple Inc.

Technology
-63
- 2.16%
$209.68 - $247.1 $13.2K - $15.6K
2.86K $635K
SRLN
Ssga Active Trust

ETFs
-414
- 3.09%
$41.02 - $41.99 $17K - $17.4K
13K $533K
PFF
Ishares Trust Ishares Pfd And

ETFs
-13
- 0.05%
$30.73 - $32.26 $399 - $419
27.5K $843K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-1.82K
- 7.2%
$20.29 - $22.36 $36.9K - $40.7K
23.5K $518K
CGMS
Capital Grp Core Plus Income E
-2.3K
- 7.73%
N/A
27.4K $0
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.93%
$225.19 - $279.95 $2.7K - $3.36K
1.27K $312K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-40
- 2.99%
$162.48 - $175.37 $6.5K - $7.01K
1.3K $226K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.56K
- 0.69%
$44.41 - $45.98 $69.4K - $71.8K
224K $10.2M
WRB
Berkley W R Corp

Financial Services
-11
- 0.05%
$56.7 - $71.27 $624 - $784
20K $1.42M
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email