Investment Planning Advisors, Inc. Incresed Positions in Q4 2024

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
153K
+ 512.54%
$69.3 - $74.3 $10.6M - $11.4M
183K $13M
CGUS
Capital Group Core Equity ETF
273K
+ 110.7%
$33.96 - $36.24 $9.27M - $9.89M
520K $18.2M
CGCP
Capital Group Core Plus Income

ETFs
318K
+ 55.86%
$22.13 - $23.17 $7.03M - $7.36M
886K $19.7M
JPIE
J P Morgan Exchange Traded Fd
97.9K
+ 79.98%
$45.59 - $46.25 $4.46M - $4.53M
220K $10M
VXF
Vanguard Extended Market ETF

ETFs
9.8K
+ 36.42%
$179.17 - $207.15 $1.76M - $2.03M
36.7K $6.97M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
19K
+ 329.77%
$63.23 - $66.65 $1.2M - $1.26M
24.7K $1.57M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
27.4K
+ 20.14%
$44.33 - $49.55 $1.21M - $1.36M
163K $7.33M
CGGO
Capital Group Global Growth Eq

ETFs
43.3K
+ 17.23%
$29.21 - $30.67 $1.26M - $1.33M
294K $8.6M
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.82K
+ 22.07%
$50.62 - $52.07 $446K - $459K
48.8K $2.49M
WRB
Berkley W R Corp

Financial Services
6.29K
+ 45.79%
$56.48 - $64.94 $355K - $408K
20K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
2.66K
+ 12.16%
$105.78 - $108.7 $281K - $289K
24.5K $2.61M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.5K
+ 6.37%
$44.87 - $46.86 $606K - $633K
225K $10.1M
VT
Vanguard Total World Stk Index

ETFs
1.85K
+ 18.87%
$117.09 - $123.07 $217K - $228K
11.7K $1.37M
MGK
Vanguard Mega Cap Growth ETF

ETFs
402
+ 16.13%
$316.94 - $357.88 $127K - $144K
2.9K $994K
FTCS
First Trust Capital Strength E

ETFs
2.23K
+ 27.25%
$87.62 - $94.03 $195K - $210K
10.4K $915K
QUAL
Ishares Msci Usa Quality Facto

ETFs
785
+ 25.77%
$176.42 - $186.91 $138K - $147K
3.83K $682K
VO
Vanguard Mid Cap ETF

ETFs
463
+ 47.44%
$261.5 - $284.63 $121K - $132K
1.44K $380K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
625
+ 1.87%
$53.94 - $58.15 $33.7K - $36.3K
34K $1.92M
DFAX
Dimensional ETF Tr
5.26K
+ 22.31%
$24.76 - $27.04 $130K - $142K
28.8K $716K
VPU
Vanguard Utilities ETF

ETFs
366
+ 11.67%
$160.52 - $179.11 $58.8K - $65.6K
3.5K $572K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
674
+ 8.41%
$45.38 - $46.88 $30.6K - $31.6K
8.69K $396K
SRLN
Ssga Active Trust

ETFs
495
+ 3.84%
$41.48 - $42.08 $20.5K - $20.8K
13.4K $558K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
91
+ 1.32%
$46.48 - $51.32 $4.23K - $4.67K
6.98K $336K
SO
Southern CO

Utilities
346
+ 10.96%
$81.5 - $94.15 $28.2K - $32.6K
3.5K $288K
J P Morgan Exchange Traded F
106K
+ 66.1%
N/A
266K $0
J P Morgan Exchange Traded F
5.93K
+ 27.74%
N/A
27.3K $0
Blackrock ETF Trust Ii
57K
+ 47.82%
N/A
176K $0
CGMS
Capital Grp Core Plus Income E
1.86K
+ 6.68%
N/A
29.7K $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.4K
+ 101.7%
$22.63 - $47.53 $235K - $494K
20.6K $467K
PFF
Ishares Trust Ishares Pfd And

ETFs
788
+ 2.95%
$31.23 - $33.51 $24.6K - $26.4K
27.5K $863K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.22%
$61.74 - $71.71 $432 - $502
3.23K $201K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1.25K
+ 0.68%
$8.36 - $8.71 $10.4K - $10.9K
184K $1.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
667
+ 1.0%
$57.53 - $60.83 $38.4K - $40.6K
67.6K $3.89M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.78K
+ 3.21%
$32.68 - $36.28 $189K - $210K
186K $6.08M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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