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Ea Series Trust shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $19M 161k 117.09

More positions owned by Investment Planning Advisors

Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Freedom 100 Em (FRDM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds St Str Msci Glb (SPGM)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding Ea Series Trust

Empowered Funds
Rockefeller Capital Management
True Wealth Design
Cambridge Investment Research Advisors
Pennington Partners & Co
Ethos Financial Group
HighTower Advisors
Insight Advisors, LLC/ PA
ADAR1 Capital Management
Ashton Thomas Private Wealth
Opus Capital Group
Mariner Wealth Advisors
Whitcomb & Hess
Amplius Wealth Advisors
Bravias Capital Group

View all funds holding Ea Series Trust