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Investment Planning Advisors »

Spdr Tr russell 1000 lowvol shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Investment Planning Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$204k	1.3k	152.57
2024-06-30	$204k	1.3k	152.57

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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Ea Series Trust Freedom 100 Em (FRDM)

Blackrock Etf Trust Ii Flexible Income (BINC)

Spdr Ser Tr Portfolio S&p600 (SPSM)

J P Morgan Exchange Traded F Income Etf (JPIE)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Spdr Tr russell 1000 lowvol

Syntegra Private Wealth Group

Gerber Kawasaki Wealth & Investment Management

Baltimore-Washington Financial Advisors

Congress Wealth Management LLC / DE /

GeoWealth Management

McNaughton Wealth Management

Advisor Group Holdings

Raymond James Financial Services Advisors

First American Trust

Bank of America Corporation

View all funds holding Spdr Tr russell 1000 lowvol

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