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

Investment Planning Advisors, Inc. quarter change: USA ETF, Sold out

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 STATE STREET SPD; Shares 2026-03-31 578,203; Shares 2026-06-30 0.
SPGM: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 68,752; Shares 2026-06-30 0.
XOP: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 28,402; Shares 2026-06-30 0.
SPTM: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 49,062; Shares 2026-06-30 0.

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 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPYM SPDR SERIES TRUST	United States	STATE STREET SPD	578,203	-578,203	$44,255,642	$0	-$44,255,642
SPGM SPDR INDEX SHS FDS		STATE STREET SPD	68,752	-68,752	$5,205,224	$0	-$5,205,224
XOP SPDR SERIES TRUST		STATE STREET SPD	28,402	-28,402	$5,164,345	$0	-$5,164,345
SPTM SPDR SERIES TRUST		STATE STREET SPD	49,062	-49,062	$3,878,875	$0	-$3,878,875
CGGR CAPITAL GROUP GROWTH ETF		SHS CREATION UNI	70,747	-70,747	$2,843,322	$0	-$2,843,322
CGUS CAPITAL GROUP CORE EQUITY ET		SHS CREATION UNI	36,626	-36,626	$1,407,155	$0	-$1,407,155
BINC BLACKROCK ETF TRUST II		ISHARES FLEXIBLE	18,502	-18,502	$960,787	$0	-$960,787
CGGO CAPITAL GROUP GBL GROWTH EQT		SHS CREATION UNI	20,270	-20,270	$676,418	$0	-$676,418
SPMD SPDR SERIES TRUST		STATE STREET SPD	10,724	-10,724	$635,047	$0	-$635,047
SPSM SPDR SERIES TRUST		STATE STREET SPD	13,073	-13,073	$631,705	$0	-$631,705
XLV SELECT SECTOR SPDR TR		STATE STREET HEA	3,093	-3,093	$453,423	$0	-$453,423
CGXU CAPITAL GROUP INTL FOCUS EQT		SHS CREATION UNI	14,719	-14,719	$434,063	$0	-$434,063
SRLN SSGA ACTIVE ETF TR		STATE STREET BLA	9,860	-9,860	$395,780	$0	-$395,780
XLK SELECT SECTOR SPDR TR		STATE STREET TEC	2,545	-2,545	$338,262	$0	-$338,262
SPAB SPDR SERIES TRUST		STATE STREET SPD	12,462	-12,462	$319,276	$0	-$319,276
VYM VANGUARD WHITEHALL FDS		HIGH DIV YLD	1,906	-1,906	$282,279	$0	-$282,279
TFI SPDR SERIES TRUST		STATE STREET SPD	6,075	-6,075	$275,441	$0	-$275,441
HELO J P MORGAN EXCHANGE TRADED F		HEDGED EQUITY LA	4,094	-4,094	$261,665	$0	-$261,665
LGLV SPDR SERIES TRUST		STATE STREET SPD	1,300	-1,300	$231,530	$0	-$231,530
XLE SELECT SECTOR SPDR TR		STATE STREET ENE	3,520	-3,520	$215,637	$0	-$215,637

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