Investments & Financial Planning, LLC 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, Investments & Financial Planning, LLC opened 8 positions, added to 13, reduced 7, sold out of 7 and left 0 unchanged. The largest increase in value was SPYG (+$43,912,141); the largest decrease was SPYG (-$35,725,651).
- SPYG: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 364,883; Shares 2026-06-30 0.
- CGGR: Country of operation —; Class SHS CREATION UNI; Shares 2026-03-31 255,784; Shares 2026-06-30 0.
- SPYM: Country of operation United States; Class STATE STREET SPD; Shares 2026-03-31 9,752; Shares 2026-06-30 0.
- SPYV: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 10,217; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1909307): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-13). 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.
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