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 Q3	$57.1M	Sell	679,545 -466,815	-41%	-$39.9M	0.31%	22
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 $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

First Command Advisory Services's SPHQ Position: Q3 2026 in Review

First Command Advisory Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 41% in Q3 2026, selling an estimated $39.9M and leaving 679,545 shares worth $57.1M. The position accounts for 0.31% of the portfolio, ranked #22.

First Command Advisory Services first reported a position in SPHQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $834M in Q2 2024. 562 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

First Command Advisory Services held 679,545 shares of Invesco S&P 500 Quality ETF worth $57.1M as of Q3 2026.
First Command Advisory Services sold 466,815 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $39.9M.
Invesco S&P 500 Quality ETF made up 0.31% of First Command Advisory Services's portfolio in Q3 2026, its #22 holding.
First Command Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 15 quarters since.
First Command Advisory Services's Invesco S&P 500 Quality ETF position peaked at $834M in Q2 2024.
562 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on First Command Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.