Ancora Advisors’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 | $922K | Buy |
12,608
+1
| +0% | +$74 | 0.02% | 415 |
|
|
2025
Q4 | $900K | Buy |
12,607
+1
| +0% | +$72 | 0.02% | 420 |
|
|
2025
Q3 | $926K | Sell |
12,606
-1,367
| -10% | -$99.9K | 0.02% | 437 |
|
|
2025
Q2 | $1.02M | Sell |
13,973
-67
| -0.5% | -$4.85K | 0.02% | 399 |
|
|
2025
Q1 | $1.05M | Hold |
14,040
| – | – | 0.02% | 383 |
|
|
2024
Q4 | $983K | Buy |
14,040
+1
| +0% | +$72 | 0.02% | 404 |
|
|
2024
Q3 | $1.01M | Sell |
14,039
-102
| -0.7% | -$7K | 0.02% | 384 |
|
|
2024
Q2 | $918K | Buy |
14,141
+1
| +0% | +$65 | 0.02% | 391 |
|
|
2024
Q1 | $931K | Sell |
14,140
-182
| -1% | -$11.6K | 0.02% | 395 |
|
|
2023
Q4 | $897K | Sell |
14,322
-396
| -3% | -$23.8K | 0.02% | 392 |
|
|
2023
Q3 | $865K | Sell |
14,718
-257
| -2% | -$15.9K | 0.02% | 374 |
|
|
2023
Q2 | $941K | Sell |
14,975
-800
| -5% | -$50.1K | 0.02% | 358 |
|
|
2023
Q1 | $984K | Sell |
15,775
-771
| -5% | -$48.2K | 0.03% | 356 |
|
|
2022
Q4 | $1.06M | Buy |
16,546
+23
| +0.1% | +$1.43K | 0.03% | 346 |
|
|
2022
Q3 | $955K | Buy |
16,523
+4
| +0% | +$253 | 0.03% | 364 |
|
|
2022
Q2 | $1.02M | Buy |
16,519
+1,577
| +11% | +$102K | 0.03% | 358 |
|
|
2022
Q1 | $1M | Buy |
14,942
+229
| +2% | +$14.9K | 0.02% | 385 |
|
|
2021
Q4 | $1.01M | Sell |
14,713
-170
| -1% | -$10.9K | 0.02% | 381 |
|
|
2021
Q3 | $906K | Sell |
14,883
-227
| -2% | -$14.3K | 0.02% | 399 |
|
|
2021
Q2 | $921K | Sell |
15,110
-2,821
| -16% | -$171K | 0.02% | 419 |
|
|
2021
Q1 | $1.04M | Sell |
17,931
-8,033
| -31% | -$452K | 0.03% | 377 |
|
|
2020
Q4 | $1.46M | Sell |
25,964
-7,655
| -23% | -$420K | 0.05% | 298 |
|
|
2020
Q3 | $1.8M | Buy |
33,619
+1,760
| +6% | +$93.4K | 0.07% | 237 |
|
|
2020
Q2 | $1.58M | Sell |
31,859
-4,193
| -12% | -$206K | 0.07% | 247 |
|
|
2020
Q1 | $1.69M | Sell |
36,052
-25,036
| -41% | -$1.4M | 0.08% | 244 |
|
|
2019
Q4 | $3.56M | Buy |
61,088
+26,826
| +78% | +$1.54M | 0.13% | 175 |
|
|
2019
Q3 | $1.98M | Sell |
34,262
-395
| -1% | -$22.3K | 0.09% | 230 |
|
|
2019
Q2 | $1.91M | Sell |
34,657
-4,975
| -13% | -$268K | 0.09% | 219 |
|
|
2019
Q1 | $2.09M | Sell |
39,632
-487
| -1% | -$24.4K | 0.09% | 214 |
|
|
2018
Q4 | $1.87M | Buy |
40,119
+21,185
| +112% | +$1.03M | 0.09% | 219 |
|
|
2018
Q3 | $938K | Sell |
18,934
-1,510
| -7% | -$74.2K | 0.04% | 358 |
|
|
2018
Q2 | $969K | Sell |
20,444
-400
| -2% | -$18.8K | 0.04% | 340 |
|
|
2018
Q1 | $979K | Sell |
20,844
-3,650
| -15% | -$173K | 0.04% | 336 |
|
|
2017
Q4 | $1.17M | Buy |
24,494
+1,290
| +6% | +$60.8K | 0.06% | 277 |
|
|
2017
Q3 | $1.06M | Hold |
23,204
| – | – | 0.06% | 311 |
|
|
2017
Q2 | $1.04M | Buy |
23,204
+4,215
| +22% | +$187K | 0.07% | 303 |
|
|
2017
Q1 | $825K | Sell |
18,989
-2,197
| -10% | -$93.8K | 0.06% | 345 |
|
|
2016
Q4 | $881K | Buy |
21,186
+852
| +4% | +$34.7K | 0.06% | 316 |
|
|
2016
Q3 | $844K | Buy |
20,334
+2,553
| +14% | +$108K | 0.09% | 247 |
|
|
2016
Q2 | $761K | Buy |
17,781
+1,954
| +12% | +$79.4K | 0.09% | 244 |
|
|
2016
Q1 | $638K | Buy |
15,827
+3,614
| +30% | +$138K | 0.08% | 274 |
|
|
2015
Q4 | $471K | Buy |
12,213
+1,003
| +9% | +$38.3K | 0.06% | 311 |
|
|
2015
Q3 | $403K | Sell |
11,210
-246
| -2% | -$9.12K | 0.05% | 327 |
|
|
2015
Q2 | $420K | Buy |
+11,456
| New | +$429K | 0.05% | 351 |
|
|
2015
Q1 | – | Sell |
-21,448
| Closed | -$817K | – | 340 |
|
|
2014
Q4 | $814K | Buy |
21,448
+4
| +0% | +$147 | 0.1% | 238 |
|
|
2014
Q3 | $750K | Buy |
21,444
+3
| +0% | +$105 | 0.1% | 245 |
|
|
2014
Q2 | $763K | Buy |
21,441
+204
| +1% | +$7.06K | 0.1% | 240 |
|
|
2014
Q1 | $723K | Buy |
21,237
+4
| +0% | +$132 | 0.1% | 231 |
|
|
2013
Q4 | $704K | Buy |
21,233
+4
| +0% | +$130 | 0.11% | 221 |
|
|
2013
Q3 | $662K | Buy |
21,229
+1,105
| +5% | +$35K | 0.11% | 208 |
|
|
2013
Q2 | $626K | Buy |
+20,124
| New | +$635K | 0.11% | 209 |
|
Other funds holding SPLV
Ancora Advisors's SPLV Position: Q1 2026 in Review
Ancora Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.01% in Q1 2026, buying an estimated $74 and bringing the position to 12,608 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #415.
Ancora Advisors first reported a position in SPLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.56M in Q4 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Ancora Advisors held 12,608 shares of Invesco S&P 500 Low Volatility ETF worth $922K as of Q1 2026.
- Ancora Advisors bought 1 Invesco S&P 500 Low Volatility ETF share in Q1 2026, an estimated $74.
- Invesco S&P 500 Low Volatility ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #415 holding.
- Ancora Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 51 quarters since.
- Ancora Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.56M in Q4 2019.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.