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

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Planning Advisors, Inc. opened 20 positions, added to 32, reduced 20, sold out of 20 and left 4 unchanged. The largest increase in value was SPYM (+$53,161,731); the largest decrease was SPYM (-$44,255,642).

SPYM: Country of operation United States; Class ST STR P500ETF; Shares 2026-03-31 0; Shares 2026-06-30 604,935.
BOXX: Country of operation —; Class ALPHA ARCH 1-3; Shares 2026-03-31 0; Shares 2026-06-30 160,622.
SPGM: Country of operation —; Class ST STR MSCI GLB; Shares 2026-03-31 0; Shares 2026-06-30 72,890.
SPTM: Country of operation —; Class ST STR PR SP1500; Shares 2026-03-31 0; Shares 2026-06-30 48,323.

Two Form 13F-HR filings compared (SEC CIK 2024049): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-23). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPYM SPDR SERIES TRUST	United States	ST STR P500ETF	604,935	+604,935	$0	$53,161,731	+$53,161,731
BOXX EA SERIES TRUST		ALPHA ARCH 1-3	160,622	+160,622	$0	$18,807,203	+$18,807,203
SPGM SPDR INDEX SHS FDS		ST STR MSCI GLB	72,890	+72,890	$0	$6,244,503	+$6,244,503
SPTM SPDR SERIES TRUST		ST STR PR SP1500	48,323	+48,323	$0	$4,387,289	+$4,387,289
CGGR CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT	66,409	+66,409	$0	$3,134,505	+$3,134,505
CGUS CAPITAL GROUP CORE EQUITY ET		SHS CREAT UNIT	35,231	+35,231	$0	$1,567,079	+$1,567,079
CGGO CAPITAL GROUP GBL GROWTH EQT		SHS CREAT UNIT	20,637	+20,637	$0	$873,574	+$873,574
SPSM SPDR SERIES TRUST		ST STR SP600 SML	13,132	+13,132	$0	$757,337	+$757,337
SPMD SPDR SERIES TRUST		ST STR P400MID	10,769	+10,769	$0	$727,585	+$727,585
BINC BLACKROCK ETF TRUST II		ISHA FLEX IN ETF	13,080	+13,080	$0	$684,616	+$684,616
CGXU CAPITAL GROUP INTL FOCUS EQT		SHS CREAT UNIT	14,563	+14,563	$0	$504,171	+$504,171
SRLN SSGA ACTIVE ETF TR		ST STR BL LN ETF	11,052	+11,052	$0	$445,285	+$445,285
XLK SELECT SECTOR SPDR TR		ST STR TECHN ETF	1,811	+1,811	$0	$345,120	+$345,120
HELO J P MORGAN EXCHANGE TRADED F		HEDG EQU LAD ETF	4,900	+4,900	$0	$331,126	+$331,126
XLV SELECT SECTOR SPDR TR		ST STR CARE ETF	1,937	+1,937	$0	$307,279	+$307,279
SPAB SPDR SERIES TRUST		ST STR AGGRE ETF	11,549	+11,549	$0	$294,730	+$294,730
CIBR FIRST TR EXCHANGE-TRADED FD		NASDAQ CYB ETF	3,014	+3,014	$0	$270,850	+$270,850
LGLV SPDR SERIES TRUST		ST STR R1K LOWV	1,300	+1,300	$0	$235,898	+$235,898
TFI SPDR SERIES TRUST		ST STR NUVEE ETF	4,808	+4,808	$0	$220,206	+$220,206
XLF SELECT SECTOR SPDR TR		ST STR FINL ETF	3,979	+3,979	$0	$213,332	+$213,332

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