Investment Planning Advisors, Inc. Sells in Q2 2025

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
-206K
- 90.95%
$45.12 - $46.32 $9.28M - $9.53M
20.5K $948K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-135K
- 76.61%
$60.34 - $74.89 $8.15M - $10.1M
41.2K $3.09M
CGGO
Capital Group Global Growth Eq

ETFs
-297K
- 94.12%
$25.31 - $32.17 $7.51M - $9.55M
18.5K $593K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-91.4K
- 93.87%
$55.5 - $69.0 $5.07M - $6.31M
5.97K $412K
CGGR
Capital Group Growth ETF Shs C

ETFs
-60.9K
- 42.15%
$30.53 - $40.65 $1.86M - $2.47M
83.5K $3.39M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-91.7K
- 81.42%
$11.53 - $13.87 $1.06M - $1.27M
20.9K $290K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.7K
- 23.67%
$51.14 - $57.0 $801K - $892K
50.5K $2.87M
CGCP
Capital Group Core Plus Income

ETFs
-24.2K
- 2.8%
$21.92 - $22.56 $531K - $546K
841K $18.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.87K
- 25.88%
$45.88 - $54.4 $407K - $483K
25.4K $1.38M
CSB
Victory Portf Ii Shs Us Small

ETFs
-4.23K
- 29.89%
$49.98 - $58.24 $211K - $246K
9.92K $549K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.37K
- 35.54%
$152.42 - $182.82 $208K - $250K
2.48K $453K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.28K
- 22.85%
$29.0 - $30.68 $182K - $193K
21.2K $649K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.09K
- 25.22%
$45.07 - $52.57 $139K - $163K
9.18K $448K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-8.15K
- 34.69%
$19.41 - $22.77 $158K - $186K
15.3K $349K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.82K
- 26.15%
$50.48 - $50.71 $143K - $143K
7.98K $404K
SRLN
Ssga Active Trust

ETFs
-3.35K
- 25.81%
$39.47 - $41.59 $132K - $139K
9.63K $400K
FTCS
First Trust Capital Strength E

ETFs
-1.52K
- 14.04%
$81.6 - $92.39 $124K - $140K
9.28K $843K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-13.9K
- 11.47%
$7.2 - $8.65 $100K - $120K
107K $926K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-682
- 1.38%
$48.46 - $50.2 $33K - $34.2K
48.6K $2.41M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-624
- 6.6%
$43.63 - $45.4 $27.2K - $28.3K
8.84K $394K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-834
- 3.59%
$22.68 - $23.28 $18.9K - $19.4K
22.4K $518K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-283
- 6.76%
$152.93 - $181.74 $43.3K - $51.4K
3.9K $708K
GOOGL
Alphabet Inc.

Communication Services
-290
- 15.05%
$144.7 - $178.6 $42K - $51.8K
1.64K $288K
Capital Group International
-19.6K
- 41.89%
N/A
27.2K $0
J P Morgan Exchange Traded F
-332
- 1.05%
N/A
31.3K $0
CGMS
Capital Grp Core Plus Income E
-9.57K
- 34.91%
N/A
17.8K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-216
- 15.74%
$221.86 - $362.89 $47.9K - $78.4K
1.16K $367K
VO
Vanguard Mid Cap ETF

ETFs
-49
- 3.1%
$228.54 - $279.83 $11.2K - $13.7K
1.53K $428K
VPU
Vanguard Utilities ETF

ETFs
-2
- 0.06%
$158.36 - $178.82 $317 - $358
3.51K $620K
SPMD
Spdr Portfolio

ETFs
-129
- 1.14%
$44.89 - $54.38 $5.79K - $7.02K
11.2K $608K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-248
- 2.73%
$86.05 - $107.7 $21.3K - $26.7K
8.85K $953K
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 32 Reductions 32 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