Significant Ownership of STRATEGIC PLANNING GROUP, LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for STRATEGIC PLANNING GROUP, LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- /s/ William Jeffrey Draper - William Jeffrey Draper CCO
- Manager location
- Bountiful, UT
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Manager
Names, identifiers, and filing context for this profile.
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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% | $19,930,126 | 1,051,167 | STRATEGIC PLANNING GROUP, LLC | 31 Dec 2024 | ||
| NFLT | ETFis Series Trust I | EXCHANGE TRADED PRODUCT | 0% | $133,450 | -$15,432,290 | 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 |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.