Anchor Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.48K	Buy	151 +2	+1%	+$101	﹤0.01%	850
2025 Q4	$7.15K	Buy	149 +2	+1%	+$96	﹤0.01%	856
2025 Q3	$7.28K	Buy	+147	New	+$7.17K	﹤0.01%	857

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Anchor Investment Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.3% in Q1 2026, buying an estimated $101 and bringing the position to 151 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Anchor Investment Management first reported a position in SPHD in Q3 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Anchor Investment Management held 151 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $7.48K as of Q1 2026.
Anchor Investment Management bought 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $101.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #850 holding.
Anchor Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

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