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Investment Planning Advisors, Inc. Historic Quarter Change: USA ETF, New

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Investment Planning Advisors, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Investment Planning Advisors, Inc. opened 77 positions, added to 239, reduced 139 and sold out of 52.

  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.
  • Q2 2026: Stock BOXX; Country of operation —; Class ALPHA ARCH 1-3; Shares before 0.
  • Q2 2026: Stock SPGM; Country of operation —; Class ST STR MSCI GLB; Shares before 0.
  • Q2 2026: Stock SPTM; Country of operation —; Class ST STR PR SP1500; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2024049), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF0604,935+604,935$0$53,161,731+$53,161,7312026-07-23
Q2 2026BOXX
EA SERIES TRUST		ALPHA ARCH 1-30160,622+160,622$0$18,807,203+$18,807,2032026-07-23
Q2 2026SPGM
SPDR INDEX SHS FDS		ST STR MSCI GLB072,890+72,890$0$6,244,503+$6,244,5032026-07-23
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP1500048,323+48,323$0$4,387,289+$4,387,2892026-07-23
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT066,409+66,409$0$3,134,505+$3,134,5052026-07-23
Q2 2026CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREAT UNIT035,231+35,231$0$1,567,079+$1,567,0792026-07-23
Q2 2026CGGO
CAPITAL GROUP GBL GROWTH EQT		SHS CREAT UNIT020,637+20,637$0$873,574+$873,5742026-07-23
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML013,132+13,132$0$757,337+$757,3372026-07-23
Q2 2026SPMD
SPDR SERIES TRUST		ST STR P400MID010,769+10,769$0$727,585+$727,5852026-07-23
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF013,080+13,080$0$684,616+$684,6162026-07-23
Q2 2026CGXU
CAPITAL GROUP INTL FOCUS EQT		SHS CREAT UNIT014,563+14,563$0$504,171+$504,1712026-07-23
Q2 2026SRLN
SSGA ACTIVE ETF TR		ST STR BL LN ETF011,052+11,052$0$445,285+$445,2852026-07-23
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF01,811+1,811$0$345,120+$345,1202026-07-23
Q2 2026HELO
J P MORGAN EXCHANGE TRADED F		HEDG EQU LAD ETF04,900+4,900$0$331,126+$331,1262026-07-23
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF01,937+1,937$0$307,279+$307,2792026-07-23
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF011,549+11,549$0$294,730+$294,7302026-07-23
Q2 2026CIBR
FIRST TR EXCHANGE-TRADED FD		NASDAQ CYB ETF03,014+3,014$0$270,850+$270,8502026-07-23
Q2 2026LGLV
SPDR SERIES TRUST		ST STR R1K LOWV01,300+1,300$0$235,898+$235,8982026-07-23
Q2 2026TFI
SPDR SERIES TRUST		ST STR NUVEE ETF04,808+4,808$0$220,206+$220,2062026-07-23
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF03,979+3,979$0$213,332+$213,3322026-07-23
Q1 2026FLOT
ISHARES TR		FLTG RATE NT ETF0211,765+211,765$0$10,789,427+$10,789,4272026-04-23
Q1 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF059,726+59,726$0$5,297,659+$5,297,6592026-04-23
Q1 2026SPGM
SPDR INDEX SHS FDS		STATE STREET SPD068,752+68,752$0$5,205,224+$5,205,2242026-04-23
Q1 2026XOP
SPDR SERIES TRUST		STATE STREET SPD028,402+28,402$0$5,164,345+$5,164,3452026-04-23
Q1 2026FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L09,992+9,992$0$278,277+$278,2772026-04-23
Q1 2026VIS
VANGUARD WORLD FD		INDUSTRIAL ETF0752+752$0$234,818+$234,8182026-04-23
Q1 2026ITA
ISHARES TR		US AER DEF ETF01,054+1,054$0$230,526+$230,5262026-04-23
Q1 2026XLE
SELECT SECTOR SPDR TR		STATE STREET ENE03,520+3,520$0$215,637+$215,6372026-04-23
Q4 2025SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD0524,092+524,092$0$42,042,635+$42,042,6352026-01-20
Q4 2025SPTM
SPDR SERIES TRUST		STATE STREET SPD048,346+48,346$0$3,988,565+$3,988,5652026-01-20
Q4 2025OAKM
HARRIS OAKMARK ETF TRUST		OAKMARK U S LRG0112,835+112,835$0$3,200,001+$3,200,0012026-01-20
Q4 2025SEPI
SCM TRUST		SHELTON EQT PRE071,908+71,908$0$1,891,899+$1,891,8992026-01-20
Q4 2025SPMD
SPDR SERIES TRUST		STATE STREET SPD010,757+10,757$0$622,937+$622,9372026-01-20
Q4 2025SPSM
SPDR SERIES TRUST		STATE STREET SPD012,426+12,426$0$582,290+$582,2902026-01-20
Q4 2025CGXU
CAPITAL GROUP INTL FOCUS EQT		SHS CREATION UNI014,632+14,632$0$432,376+$432,3762026-01-20
Q4 2025XLV
SELECT SECTOR SPDR TR		STATE STREET HEA02,657+2,657$0$411,250+$411,2502026-01-20
Q4 2025SRLN
SSGA ACTIVE ETF TR		STATE STREET BLA09,259+9,259$0$382,119+$382,1192026-01-20
Q4 2025SPAB
SPDR SERIES TRUST		STATE STREET SPD012,928+12,928$0$332,896+$332,8962026-01-20
Q4 2025XLK
SELECT SECTOR SPDR TR		STATE STREET TEC02,194+2,194$0$315,892+$315,8922026-01-20
Q4 2025VHT
VANGUARD WORLD FD		HEALTH CAR ETF01,002+1,002$0$288,426+$288,4262026-01-20
Q4 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD01,886+1,886$0$270,679+$270,6792026-01-20
Q4 2025TFI
SPDR SERIES TRUST		STATE STREET SPD05,214+5,214$0$238,332+$238,3322026-01-20
Q4 2025LGLV
SPDR SERIES TRUST		STATE STREET SPD01,300+1,300$0$228,241+$228,2412026-01-20
Q3 2025MGC
VANGUARD WORLD FD		MEGA CAP INDEX0136,865+136,865$0$33,407,499+$33,407,4992025-10-21
Q3 2025VCRB
VANGUARD MALVERN FDS		CORE BD ETF0274,509+274,509$0$21,524,233+$21,524,2332025-10-21
Q3 2025QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF072,104+72,104$0$17,818,345+$17,818,3452025-10-21
Q3 2025SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF0283,565+283,565$0$6,601,385+$6,601,3852025-10-21
Q3 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE02,326+2,326$0$323,667+$323,6672025-10-21
Q3 2025TLT
ISHARES TR		20 YR TR BD ETF03,334+3,334$0$297,960+$297,9602025-10-21
Q3 2025SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ010,356+10,356$0$282,723+$282,7232025-10-21
Q3 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY0979+979$0$276,023+$276,0232025-10-21
Q3 2025USRT
ISHARES TR		CRE U S REIT ETF03,462+3,462$0$203,304+$203,3042025-10-21
Q3 2025IEF
ISHARES TR		7-10 YR TRSY BD02,098+2,098$0$202,412+$202,4122025-10-21
Q2 2025CGGE
CAPITAL GROUP GLOBAL EQUITY		SHS0577,233+577,233$0$16,849,431+$16,849,4312025-07-21
Q2 2025HELO
J P MORGAN EXCHANGE TRADED F		HEDGED EQUITY LA0203,442+203,442$0$12,731,390+$12,731,3902025-07-21
Q2 2025GPIX
GOLDMAN SACHS ETF TR		S&P 500 PREMIUM024,733+24,733$0$1,232,198+$1,232,1982025-07-21
Q2 2025JQUA
J P MORGAN EXCHANGE TRADED F		US QUALTY FCTR06,824+6,824$0$409,769+$409,7692025-07-21
Q2 2025ICSH
ISHARES TR		ULTRA SHORT DUR07,976+7,976$0$404,463+$404,4632025-07-21
Q2 2025TFI
SPDR SERIES TRUST		NUVEEN ICE MUNIC08,835+8,835$0$394,637+$394,6372025-07-21
Q2 2025SPAB
SPDR SERIES TRUST		PORTFOLIO AGRGTE011,380+11,380$0$291,328+$291,3282025-07-21
Q2 2025SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF010,345+10,345$0$261,734+$261,7342025-07-21
Q2 2025SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF08,455+8,455$0$246,984+$246,9842025-07-21
Q2 2025SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF08,061+8,061$0$226,099+$226,0992025-07-21
Q1 2025CGGR
CAPITAL GROUP GROWTH ETF		SHS CREATION UNI0144,357+144,357$0$4,944,227+$4,944,2272025-04-23
Q1 2025SCMB
SCHWAB STRATEGIC TR		MUN BD ETF055,467+55,467$0$1,407,198+$1,407,1982025-04-23
Q1 2025CGIE
CAPITAL GROUP INTERNATIONAL		SHS046,849+46,849$0$1,373,613+$1,373,6132025-04-23
Q1 2025GPIX
GOLDMAN SACHS ETF TR		S&P 500 CORE PRE023,065+23,065$0$1,075,060+$1,075,0602025-04-23
Q1 2025CGXU
CAPITAL GROUP INTL FOCUS EQT		SHS CREATION UNI016,709+16,709$0$409,036+$409,0362025-04-23
Q1 2025DGRO
ISHARES TR		CORE DIV GRWTH03,906+3,906$0$241,335+$241,3352025-04-23
Q1 2025SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES08,358+8,358$0$203,434+$203,4342025-04-23
Q4 2024BINC
BLACKROCK ETF TRUST II		ISHARES FLEXIBLE0176,100+176,100$0$9,160,718+$9,160,7182025-01-22
Q4 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND062,302+62,302$0$4,814,076+$4,814,0762025-01-22
Q4 2024ICSH
ISHARES TR		ULTRA SHORT-TERM010,385+10,385$0$523,716+$523,7162025-01-22
Q4 2024JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF08,035+8,035$0$404,744+$404,7442025-01-22
Q4 2024VB
VANGUARD INDEX FDS		SMALL CP ETF01,092+1,092$0$262,413+$262,4132025-01-22
Q4 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF010,728+10,728$0$248,675+$248,6752025-01-22
Q4 2024SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF07,925+7,925$0$220,862+$220,8622025-01-22

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