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 Q2	$393K	Sell	5,249 -4,300	-45%	-$317K	﹤0.01%	147
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

First Command Advisory Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 45% in Q2 2026, selling an estimated $317K and leaving 5,249 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

First Command Advisory Services first reported a position in SPLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q3 2023. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

First Command Advisory Services held 5,249 shares of Invesco S&P 500 Low Volatility ETF worth $393K as of Q2 2026.
First Command Advisory Services sold 4,300 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $317K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #147 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 12 quarters since.
First Command Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $1.93M in Q3 2023.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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