Significant Ownership of STRATEGIC PLANNING GROUP, LLC

Signature - Title
/s/ William Jeffrey Draper - William Jeffrey Draper CCO
Location
Bountiful, UT
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by STRATEGIC PLANNING GROUP, LLC.

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Significant Ownership of STRATEGIC PLANNING GROUP, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SCIO FIRST TRUST EXCHANGE-TRADED FUND IV Structured Credit Income Opportunities ETF 14% $16,455,307 +$1,146,486 788,845 +7.5% STRATEGIC PLANNING GROUP, LLC 31 Dec 2025
YLD PRINCIPAL EXCHANGE-TRADED FUNDS EXCHANGE TRADED PRODUCT 7.1% $19,415,054 1,051,167 STRATEGIC PLANNING GROUP, LLC 31 Dec 2024
NFLT ETFis Series Trust I EXCHANGE TRADED PRODUCT 0% $133,392 -$15,425,618 5,770 -99% STRATEGIC PLANNING GROUP, LLC 05 Feb 2025

Schedules 13D/G Reported by STRATEGIC PLANNING GROUP, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.