AIM
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Anchor Investment Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Anchor Investment Management’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$274K Hold
5,013
– – 0.02% 334
2025
Q4 		$257K Buy
5,013
+2
+0% +$96 0.02% 343
2025
Q3 		$222K Buy
5,011
+1
+0% +$42 0.02% 365
2025
Q2 		$202K Sell
5,010
-494
-9% -$18.4K 0.02% 368
2025
Q1 		$193K Sell
5,504
-210
-4% -$7.32K 0.02% 364
2024
Q4 		$187K Sell
5,714
-583
-9% -$20.2K 0.02% 371
2024
Q3 		$225K Buy
6,297
+1,086
+21% +$38.2K 0.02% 347
2024
Q2 		$184K Buy
5,211
+39
+0.8% +$1.34K 0.02% 360
2024
Q1 		$174K Hold
5,172
– – 0.02% 372
2023
Q4 		$170K Buy
5,172
+5
+0.1% +$151 0.02% 375
2023
Q3 		$146K Buy
5,167
+833
+19% +$25.7K 0.02% 384
2023
Q2 		$136K Buy
4,334
+701
+19% +$21.3K 0.02% 389
2023
Q1 		$107K Buy
3,633
+863
+31% +$25.3K 0.01% 434
2022
Q4 		$76.4K Buy
2,770
+100
+4% +$2.74K 0.01% 463
2022
Q3 		$66.7K Buy
2,670
+875
+49% +$24.4K 0.01% 467
2022
Q2 		$49.5K Buy
+1,795
New +$55.3K 0.01% 536

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Anchor Investment Management held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q1 2026 at 5,013 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #334.

Anchor Investment Management first reported a position in FRDM in Q2 2022 and has held it in 16 quarters since. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • Anchor Investment Management held 5,013 shares of Freedom 100 Emerging Markets ETF worth $274K as of Q1 2026.
  • Anchor Investment Management left its Freedom 100 Emerging Markets ETF share count unchanged in Q1 2026.
  • Freedom 100 Emerging Markets ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #334 holding.
  • Anchor Investment Management first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

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