First Command Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$698K	Hold	9,549	–	–	﹤0.01%	113
2025 Q4	$682K	Sell	9,549 -652	-6%	-$46.9K	﹤0.01%	111
2025 Q3	$750K	Sell	10,201 -780	-7%	-$57K	0.01%	104
2025 Q2	$800K	Sell	10,981 -625	-5%	-$45.2K	0.01%	96
2025 Q1	$867K	Sell	11,606 -4,561	-28%	-$329K	0.01%	85
2024 Q4	$1.13M	Sell	16,167 -4,193	-21%	-$302K	0.01%	67
2024 Q3	$1.46M	Sell	20,360 -1,550	-7%	-$106K	0.01%	59
2024 Q2	$1.42M	Sell	21,910 -2,090	-9%	-$135K	0.01%	49
2024 Q1	$1.58M	Sell	24,000 -5,740	-19%	-$366K	0.02%	45
2023 Q4	$1.86M	Sell	29,740 -3,096	-9%	-$186K	0.02%	40
2023 Q3	$1.93M	Buy	+32,836	New	+$2.03M	0.03%	39

Other funds holding SPLV

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Command Advisory Services's SPLV Position: Q1 2026 in Review

First Command Advisory Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 9,549 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

First Command Advisory Services first reported a position in SPLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

First Command Advisory Services held 9,549 shares of Invesco S&P 500 Low Volatility ETF worth $698K as of Q1 2026.
First Command Advisory Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #113 holding.
First Command Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and has held it in 11 quarters since.
First Command Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $1.93M in Q3 2023.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.