Anchor Investment Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Anchor Investment Management’s Portfolio FDIQ Stock Details FDIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.22K	Hold	120	–	–	﹤0.01%	841
2025 Q4	$7.42K	Hold	120	–	–	﹤0.01%	850
2025 Q3	$7.28K	Hold	120	–	–	﹤0.01%	856
2025 Q2	$6.93K	Hold	120	–	–	﹤0.01%	853
2025 Q1	$6.74K	Hold	120	–	–	﹤0.01%	852
2024 Q4	$7.17K	Hold	120	–	–	﹤0.01%	845
2024 Q3	$6.8K	Hold	120	–	–	﹤0.01%	846
2024 Q2	$5.89K	Hold	120	–	–	﹤0.01%	827
2024 Q1	$6.11K	Hold	120	–	–	﹤0.01%	847
2023 Q4	$6.56K	Hold	120	–	–	﹤0.01%	797
2023 Q3	$5.26K	Hold	120	–	–	﹤0.01%	828
2023 Q2	$5.21K	Hold	120	–	–	﹤0.01%	819
2023 Q1	$5.54K	Buy	+120	New	+$6.65K	﹤0.01%	823

Other funds holding FDIQ

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Anchor Investment Management's FDIQ Position: Q1 2026 in Review

Anchor Investment Management held its Invesco Bloomberg Financial Data Providers ETF (FDIQ) position steady in Q1 2026 at 120 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Anchor Investment Management first reported a position in FDIQ in Q1 2023 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold FDIQ as of Q1 2026.

Anchor Investment Management held 120 shares of Invesco Bloomberg Financial Data Providers ETF worth $8.22K as of Q1 2026.
Anchor Investment Management left its Invesco Bloomberg Financial Data Providers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Financial Data Providers ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #841 holding.
Anchor Investment Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2023 and has held it in 13 quarters since.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.