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

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

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 MGC; Country of operation —; Class MEGA CAP INDEX; Shares before 151,958.
  • Q2 2026: Stock FBND; Country of operation —; Class TOTAL BD ETF; Shares before 373,042.
  • Q2 2026: Stock FRDM; Country of operation —; Class FREEDOM 100 EM; Shares before 470,311.
  • Q2 2026: Stock ICSH; Country of operation —; Class ULTRA SHORT DUR; Shares before 13,700.

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 2026MGC
VANGUARD WORLD FD		MEGA CAP INDEX151,9585,558-146,400$35,915,356$1,520,926-$34,394,4302026-07-23
Q2 2026FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF373,04210,666-362,376$17,018,165$485,187-$16,532,9782026-07-23
Q2 2026FRDM
EA SERIES TRUST		FREEDOM 100 EM470,311411,418-58,893$25,702,506$29,992,368+$4,289,8622026-07-23
Q2 2026ICSH
ISHARES TR		ULTRA SHORT DUR13,70010,099-3,601$693,483$510,793-$182,6902026-07-23
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF11,1299,443-1,686$1,181,309$1,016,291-$165,0182026-07-23
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT2,6202,607-13$840,383$964,552+$124,1692026-07-23
Q2 2026SPGP
INVESCO EXCHANGE TRADED FD T		S&P 500 GARP ETF9,0468,774-272$973,495$1,072,968+$99,4732026-07-23
Q2 2026CGGE
CAPITAL GROUP GLOBAL EQUITY		SHS22,47622,204-272$685,525$782,485+$96,9602026-07-23
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF6,6295,841-788$705,971$621,912-$84,0592026-07-23
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF5,3325,197-135$1,146,772$1,229,823+$83,0512026-07-23
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF1,6431,581-62$430,318$479,255+$48,9372026-07-23
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT2,1952,078-117$421,079$455,999+$34,9202026-07-23
Q2 2026CGMS
CAPITAL GRP FIXED INCM ETF T		US MULTI-SECTOR13,32912,367-962$362,949$337,990-$24,9592026-07-23
Q2 2026SCMB
SCHWAB STRATEGIC TR		MUN BD ETF90,92390,645-278$2,316,718$2,340,454+$23,7362026-07-23
Q2 2026JMHI
J P MORGAN EXCHANGE TRADED F		HIGH YIELD MUNI36,87135,846-1,025$1,837,278$1,814,997-$22,2812026-07-23
Q2 2026VPU
VANGUARD WORLD FD		UTILITIES ETF3,6333,573-60$719,744$699,336-$20,4082026-07-23
Q2 2026AMLP
ALPS ETF TR		ALERIAN MLP9,3659,345-20$492,974$484,538-$8,4362026-07-23
Q2 2026SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B18,07017,854-216$419,585$412,963-$6,6222026-07-23
Q2 2026FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF9,8309,647-183$911,840$906,055-$5,7852026-07-23
Q2 2026JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF58,36357,652-711$2,917,551$2,920,384+$2,8332026-07-23

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