INVESTMENT ADVISORY SERVICES INC /TX /ADV Historic Quarter Change: USA ETF, Added

INVESTMENT ADVISORY SERVICES INC /TX /ADV historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, INVESTMENT ADVISORY SERVICES INC /TX /ADV opened 23 positions, added to 132, reduced 69 and sold out of 15.

Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 52,157.
Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 161,301.
Q2 2026: Stock FFLG; Country of operation —; Class FIDELITY FUND LR; Shares before 261,409.
Q2 2026: Stock FDVV; Country of operation —; Class HIGH DIVID ETF; Shares before 112,109.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 925953), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	QQQ INVESCO QQQ TR	UNIT SER 1	52,157	53,857	+1,700	$30,103,737	$39,659,966	+$9,556,229	2026-07-14
Q2 2026	VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	161,301	164,367	+3,066	$34,689,372	$38,892,420	+$4,203,048	2026-07-14
Q2 2026	FFLG FIDELITY COVINGTON TRUST	FIDELITY FUND LR	261,409	278,352	+16,943	$7,269,778	$9,653,230	+$2,383,452	2026-07-14
Q2 2026	FDVV FIDELITY COVINGTON TRUST	HIGH DIVID ETF	112,109	121,803	+9,694	$6,192,905	$7,343,508	+$1,150,603	2026-07-14
Q2 2026	RSP INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	25,065	25,439	+374	$4,810,463	$5,412,750	+$602,287	2026-07-14
Q2 2026	VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	3,478	3,843	+365	$2,078,312	$2,639,712	+$561,400	2026-07-14
Q2 2026	SCHD SCHWAB STRATEGIC TR	US DIVIDEND EQ	252,913	260,830	+7,917	$7,759,375	$8,270,911	+$511,536	2026-07-14
Q2 2026	VTI VANGUARD INDEX FDS	TOTAL STK MKT	9,444	9,445	+1	$3,029,688	$3,494,893	+$465,205	2026-07-14
Q2 2026	COWZ PACER FDS TR	US CASH COWS 100	173,191	179,806	+6,615	$10,834,848	$11,183,953	+$349,105	2026-07-14
Q2 2026	VGT VANGUARD WORLD FD	INF TECH ETF	600	4,800	+4,200	$418,632	$573,696	+$155,064	2026-07-14

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