Spectrum Planning & Advisory Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,409	Closed	-$713K	–	65
2024 Q4	$713K	Buy	15,409 +234	+2%	+$11.3K	0.62%	27
2024 Q3	$713K	Sell	15,175 -158	-1%	-$7.05K	0.69%	24
2024 Q2	$645K	Buy	+15,333	New	+$659K	0.62%	28
2023 Q4	$744K	Buy	18,483 +741	+4%	+$27.6K	1.05%	20
2023 Q3	$649K	Buy	17,742 +193	+1%	+$7.5K	1.02%	21
2023 Q2	$689K	Buy	17,549 +91	+0.5%	+$3.4K	1.03%	19
2023 Q1	$652K	Buy	17,458 +5,766	+49%	+$218K	1.06%	19
2022 Q4	$424K	Sell	11,692 -1,406	-11%	-$50.3K	0.58%	28
2022 Q3	$422K	Sell	13,098 -7,692	-37%	-$278K	0.43%	36
2022 Q2	$708K	Buy	+20,790	New	+$768K	0.74%	26

Other funds holding IFRA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return