AIM
XSLV icon

Anchor Investment Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Anchor Investment Management’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-56
Closed -$2.37K – 1013
2023
Q1 		$2.37K Buy
+56
New +$2.54K ﹤0.01% 893

Other funds holding XSLV

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anchor Investment Management's XSLV Position: Q2 2023 in Review

Anchor Investment Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2023, closing a stake of 56 shares — an estimated $2.37K sold.

Anchor Investment Management first reported a position in XSLV in Q1 2023 and held it in 1 quarter. The position peaked at $2.37K in Q1 2023. 131 funds tracked by Wall St. Rank hold XSLV as of Q2 2023.

  • Anchor Investment Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 56 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2023, an estimated $2.37K.
  • Anchor Investment Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.37K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.