STRATEGIC PLANNING GROUP, LLC

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer % of Class Filed
First Trust Exchange-Traded Fund IV 13G/A Amendment 1
SCIO · 33738D770
14.2% 2/10/2026
Event 12/31/2025
ETFis Series Trust I 13G/A Amendment 2
NFLT · 26923G707
0% 12/10/2025
Event 2/5/2025
First Trust Exchange-Traded Fund IV 13G
SCIO · 33738D770
25.3% 12/10/2025
Event 8/20/2025
Principal Exchange-Traded Funds 13G/A Amendment 1
YLD · 74255Y102
7.1% 2/5/2025
Event 12/31/2024
ETFis Series Trust I 13G/A Amendment 1
NFLT · 26923G707
6.5% 2/5/2025
Event 12/31/2024