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Anchor Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Anchor Investment Management’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.5K Buy
+286
New +$22.2K ﹤0.01% 728
2025
Q1 		– Sell
-126
Closed -$8.45K – 1053
2024
Q4 		$8.45K Buy
+126
New +$8.54K ﹤0.01% 821

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Anchor Investment Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 286 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in SPHQ as recently as Q4 2024.

Anchor Investment Management first reported a position in SPHQ in Q4 2024 and has held it in 2 quarters since. 749 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Anchor Investment Management held 286 shares of Invesco S&P 500 Quality ETF worth $21.5K as of Q1 2026.
  • Invesco S&P 500 Quality ETF was a new Anchor Investment Management position in Q1 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #728 holding.
  • Anchor Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 2 quarters since.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

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