Ownership history in Anchor Investment Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Anchor Investment Management, LLC reported a position in INVESCO QQQ TRUST SERIES I (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 23,608 | -15,284 | -39.3% | 1.18% | $14.5M | $614.31 |
| 2025 Q3 | REDUCED | 38,892 | -324 | -0.8% | 1.93% | $23.3M | $599.60 |
| 2025 Q2 | REDUCED | 39,216 | -2,539 | -6.1% | 1.90% | $21.6M | $550.29 |
| 2025 Q1 | ADDED | 41,755 | +680 | +1.7% | 1.83% | $19.6M | $467.25 |
As of 2025 Q4 — sorted by position size