First Command Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103M	Sell	1,146,360 -285,871	-20%	-$23.8M	0.61%	19
2026 Q1	$108M	Sell	1,432,231 -28,736	-2%	-$2.23M	0.73%	17
2025 Q4	$110M	Buy	1,460,967 +113	+0%	+$8.39K	0.76%	15
2025 Q3	$107M	Buy	1,460,854 +16,648	+1%	+$1.2M	0.78%	13
2025 Q2	$103M	Buy	1,444,206 +37,086	+3%	+$2.51M	0.89%	9
2025 Q1	$93.3M	Sell	1,407,120 -11,027,106	-89%	-$755M	0.89%	8
2024 Q4	$833M	Buy	12,434,226 +116,159	+0.9%	+$7.88M	7.9%	4
2024 Q3	$829M	Sell	12,318,067 -801,899	-6%	-$52.1M	8%	4
2024 Q2	$834M	Sell	13,119,966 -625,911	-5%	-$38.2M	8.65%	4
2024 Q1	$831M	Sell	13,745,877 -83,080	-0.6%	-$4.76M	8.71%	4
2023 Q4	$748M	Buy	13,828,957 +6,622	+0%	+$340K	8.75%	4
2023 Q3	$692M	Buy	13,822,335 +1,002,069	+8%	+$51.4M	9.1%	4
2023 Q2	$647M	Sell	12,820,266 -34,929	-0.3%	-$1.68M	10.37%	4
2023 Q1	$608M	Buy	+12,855,195	New	+$588M	10.4%	4

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

First Command Advisory Services's SPHQ Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 20% in Q2 2026, selling an estimated $23.8M and leaving 1,146,360 shares worth $103M. The position accounts for 0.61% of the portfolio, ranked #19.

First Command Advisory Services first reported a position in SPHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $834M in Q2 2024. 558 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

First Command Advisory Services held 1,146,360 shares of Invesco S&P 500 Quality ETF worth $103M as of Q2 2026.
First Command Advisory Services sold 285,871 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $23.8M.
Invesco S&P 500 Quality ETF made up 0.61% of First Command Advisory Services's portfolio in Q2 2026, its #19 holding.
First Command Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 14 quarters since.
First Command Advisory Services's Invesco S&P 500 Quality ETF position peaked at $834M in Q2 2024.
558 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.