Number of Shares
1.41 Mil
Current Holdings Value*
$93.35 Mil
% of Portfolio
0.89%
Total Estimate Gain
$307.95 Mil
% of Total Estimate Gain
47.73%

First Command Advisory Services, Inc.'s Invesco S&P 500 Quality ETF Holding Summary

As of 2025-03-31, First Command Advisory Services, Inc. held 1.41 Mil shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $93.35 Mil. This investment constitutes 0.89% of their stock portfolio, and First Command Advisory Services, Inc. now holds 0.74% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.

The initial trade took place in 2023Q1. And since then First Command Advisory Services, Inc. has made 4 purchases of SPHQ, at an average price of $46.15, for a total of 13.98 Mil shares. In addition, there have been 5 sales at an average price of $67.77 for 12.57 Mil shares. Based on historical transaction data and SPHQ's current price of $71.80, First Command Advisory Services, Inc.'s estimated gain on his SPHQ holdings is $307.95 Mil, reflecting a 47.73% gain to date.

First Command Advisory Services, Inc. SPHQ ($71.80) Holding Chart

First Command Advisory Services, Inc. SPHQ ($71.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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