First Command Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

First Command Advisory Services’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.6K	Hold	730	–	–	﹤0.01%	288
2025 Q4	$83.1K	Hold	730	–	–	﹤0.01%	266
2025 Q3	$82.9K	Hold	730	–	–	﹤0.01%	265
2025 Q2	$78.6K	Buy	730 +30	+4%	+$2.99K	﹤0.01%	250
2025 Q1	$69.9K	Hold	700	–	–	﹤0.01%	250
2024 Q4	$73.4K	Sell	700 -118	-14%	-$12.7K	﹤0.01%	247
2024 Q3	$85.6K	Sell	818 -225	-22%	-$23K	﹤0.01%	242
2024 Q2	$107K	Buy	1,043 +342	+49%	+$35.2K	﹤0.01%	203
2024 Q1	$74.6K	Hold	701	–	–	﹤0.01%	223
2023 Q4	$68.7K	Hold	701	–	–	﹤0.01%	218
2023 Q3	$63.9K	Buy	+701	New	+$65.3K	﹤0.01%	222

Other funds holding SPGP

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

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

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return