First Command Advisory Services, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investing in funds can be a smart and strategic way to grow your wealth. These funds, managed by professionals, provide a diversified portfolio of stocks, bonds, or other assets. One such fund is the 13F fund, which requires certain institutional investors to file a quarterly report detailing their holdings.

In this article, we will explore the changes in holdings of the First Command Advisory Services, Inc. fund between Q1 2023 and Q2 2023. While we won't dive into the specifics of the 13F form and who needs to file it, we will focus on the holdings comparison and what it means for investors.

Let's start by examining some of the significant changes in holdings during this period:

1. ISHARES TR CORE S&P 500 ETF (IVV)

- Q1 2023 (SHARES): 7,932,639

- Q2 2023 (SHARES): 7,930,183

- Q1 2023 VALUE ($000): 3,261,350

- Q2 2023 VALUE ($000): 3,534,910

- Chg %: 8.4

2. INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF (QQQM)

- Q1 2023 (SHARES): 0

- Q2 2023 (SHARES): 6,610,514

- Q1 2023 VALUE ($000): 0

- Q2 2023 VALUE ($000): 1,004,831

3. ISHARES TR CORE S&P SMALL-CAP ETF (IJR)

- Q1 2023 (SHARES): 9,117,113

- Q2 2023 (SHARES): 9,285,002

- Q1 2023 VALUE ($000): 881,849

- Q2 2023 VALUE ($000): 925,457

- Chg %: 4.9

4. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF (SPHQ)

- Q1 2023 (SHARES): 12,855,195

- Q2 2023 (SHARES): 12,820,266

- Q1 2023 VALUE ($000): 608,296

- Q2 2023 VALUE ($000): 646,836

- Chg %: 6.3

5. ISHARES TR CORE S&P MID-CAP ETF (IJH)

- Q1 2023 (SHARES): 157,436

- Q2 2023 (SHARES): 155,392

- Q1 2023 VALUE ($000): 39,389

- Q2 2023 VALUE ($000): 40,658

- Chg %: 3.2

These are just a few examples, but they provide insights into the changes in holdings of the First Command Advisory Services, Inc. fund during this period. From the data, we can observe both positive and negative changes in the number of shares held and the value of the holdings.

For instance, in the case of IVV, there was a slight decrease in the number of shares held from Q1 2023 to Q2 2023. However, the value of the holdings increased by 8.4%. This indicates that the fund may have made strategic decisions to optimize its portfolio by adjusting its position in this particular ETF.

On the other hand, the holdings of QQQM saw a significant increase from zero shares in Q1 2023 to over 6.6 million shares in Q2 2023. The value of these holdings also skyrocketed to over 1 billion dollars. This suggests that the fund has recognized the potential of the INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF and decided to increase its position significantly.

These examples demonstrate the dynamic nature of fund holdings and the importance of tracking these changes. By monitoring the shifts in holdings, investors can gain insights into the strategies employed by fund managers and potentially make more informed investment decisions.

As always, it's essential for investors to conduct thorough research and seek advice from financial professionals when making investment choices. While analyzing the changes in the First Command Advisory Services, Inc. fund provides valuable insights, it's crucial to consider other factors, such as long-term performance, fund objectives, and risk tolerance.

In conclusion, understanding the changes in holdings of a fund like the First Command Advisory Services, Inc. fund during a specific period can offer useful insights into the investment decisions made by fund managers. By keeping a close eye on these changes, investors can stay informed and potentially benefit from the strategies employed by these professional managers.

Remember, investing involves risks, and past performance is not necessarily indicative of future results. Therefore, always do your due diligence and consult with professionals before making any investment decisions.

Stay informed, stay knowledgeable, and keep growing your wealth!