Anchor Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $245K | Hold |
3,354
| – | – | 0.02% | 351 |
|
|
2025
Q4 | $240K | Hold |
3,354
| – | – | 0.02% | 355 |
|
|
2025
Q3 | $246K | Sell |
3,354
-100
| -3% | -$7.31K | 0.02% | 347 |
|
|
2025
Q2 | $252K | Hold |
3,454
| – | – | 0.02% | 332 |
|
|
2025
Q1 | $258K | Hold |
3,454
| – | – | 0.02% | 329 |
|
|
2024
Q4 | $242K | Hold |
3,454
| – | – | 0.02% | 338 |
|
|
2024
Q3 | $248K | Hold |
3,454
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $224K | Hold |
3,454
| – | – | 0.02% | 330 |
|
|
2024
Q1 | $228K | Hold |
3,454
| – | – | 0.02% | 343 |
|
|
2023
Q4 | $216K | Hold |
3,454
| – | – | 0.02% | 339 |
|
|
2023
Q3 | $203K | Hold |
3,454
| – | – | 0.03% | 337 |
|
|
2023
Q2 | $217K | Hold |
3,454
| – | – | 0.03% | 325 |
|
|
2023
Q1 | $216K | Buy |
3,454
+815
| +31% | +$50.9K | 0.03% | 331 |
|
|
2022
Q4 | $169K | Hold |
2,639
| – | – | 0.02% | 359 |
|
|
2022
Q3 | $153K | Hold |
2,639
| – | – | 0.02% | 372 |
|
|
2022
Q2 | $164K | Hold |
2,639
| – | – | 0.02% | 383 |
|
|
2022
Q1 | $177K | Hold |
2,639
| – | – | 0.02% | 393 |
|
|
2021
Q4 | $181K | Hold |
2,639
| – | – | 0.02% | 389 |
|
|
2021
Q3 | $161K | Hold |
2,639
| – | – | 0.02% | 387 |
|
|
2021
Q2 | $161K | Hold |
2,639
| – | – | 0.02% | 390 |
|
|
2021
Q1 | $153K | Hold |
2,639
| – | – | 0.02% | 376 |
|
|
2020
Q4 | $148K | Hold |
2,639
| – | – | 0.03% | 333 |
|
|
2020
Q3 | $142K | Buy |
2,639
+2,339
| +780% | +$124K | 0.03% | 325 |
|
|
2020
Q2 | $14.9K | Hold |
300
| – | – | ﹤0.01% | 586 |
|
|
2020
Q1 | $14.1K | Hold |
300
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $17.5K | Hold |
300
| – | – | ﹤0.01% | 582 |
|
|
2019
Q3 | $17.4K | Hold |
300
| – | – | ﹤0.01% | 578 |
|
|
2019
Q2 | $16.5K | Hold |
300
| – | – | ﹤0.01% | 578 |
|
|
2019
Q1 | $15.8K | Hold |
300
| – | – | ﹤0.01% | 581 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 581 |
|
|
2018
Q3 | $14.9K | Hold |
300
| – | – | ﹤0.01% | 605 |
|
|
2018
Q2 | $14.2K | Hold |
300
| – | – | ﹤0.01% | 615 |
|
|
2018
Q1 | $14.1K | Hold |
300
| – | – | ﹤0.01% | 600 |
|
|
2017
Q4 | $14.3K | Hold |
300
| – | – | ﹤0.01% | 598 |
|
|
2017
Q3 | $13.7K | Hold |
300
| – | – | ﹤0.01% | 585 |
|
|
2017
Q2 | $13.4K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2017
Q1 | $13K | Buy |
+300
| New | +$12.8K | ﹤0.01% | 534 |
|
Other funds holding SPLV
Anchor Investment Management's SPLV Position: Q1 2026 in Review
Anchor Investment Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 3,354 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #351.
Anchor Investment Management first reported a position in SPLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $258K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Anchor Investment Management held 3,354 shares of Invesco S&P 500 Low Volatility ETF worth $245K as of Q1 2026.
- Anchor Investment Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
- Invesco S&P 500 Low Volatility ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #351 holding.
- Anchor Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and has held it in 37 quarters since.
- Anchor Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $258K in Q1 2025.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.