AR
| |
Anchor Risk Managed Equity Strategies Fund | ATESXMutual Fund | |
| Northern Lights Fund Trust IV | |
| Last update 2025-06-28 | 2 Stocks (0 new) |
| Value $166.00 Mil | Turnover 0 % |
Anchor Risk Managed Equity Str... Top Holdings of 2025-05-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 229,775 | 119,278.5 | -18.16% | 71.670 | -12.82% | 0.040 | +22.10% | +8.69% | 355,935.0 | ||
SPY | SPDR S&P 500 ETF Trust | 80,000 | 47,151.2 | -20.00% | 28.330 | -5.88% | 0.010 | +17.14% | +7.04% | 641,384.0 |
Anchor Risk Managed Equity Strategies Fund's Historical Top Holdings Breakdowns
Anchor Risk Managed Equity Strategies Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-05-31 | Reduce Reduce | -12.82% | 416.06 ($480.63) 522.01 | $554.20 | 15.31% | Reduce -18.16% | 229,775 | -51,000 | |
SPY | SPDR S&P 500 ETF Trust | 2025-05-31 | Reduce Reduce | -5.88% | 496.48 ($560.2) 594.85 | $623.62 | 11.32% | Reduce -20% | 80,000 | -20,000 | |
QQQ | INVESCO QQQ Trust | 2025-02-28 | Reduce Reduce | -14.92% | 500.27 ($522.17) 539.52 | $554.20 | 6.13% | Reduce -19.96% | 280,775 | -70,000 | |
IVV | iShares Core S&P 500 ETF | 2024-11-30 | Sold Out Sold Out | -7.57% | 543.37 ($579.64) 605.07 | $626.44 | 8.07% | Sold Out | 0 | -35,000 | |
QQQ | INVESCO QQQ Trust | 2024-11-30 | Reduce Reduce | -7.18% | 448.69 ($489.64) 514.14 | $554.20 | 13.19% | Reduce -10.12% | 350,775 | -39,500 | |
IVV | iShares Core S&P 500 ETF | 2024-08-31 | Reduce Reduce | -9.68% | 520.18 ($549.38) 567.96 | $626.44 | 14.03% | Reduce -58.82% | 35,000 | -50,000 | |
IVV | iShares Core S&P 500 ETF | 2024-05-31 | Reduce Reduce | -2.80% | 497.53 ($518.62) 534.05 | $626.44 | 20.79% | Reduce -15% | 85,000 | -15,000 | |
QQQ | INVESCO QQQ Trust | 2024-05-31 | Reduce Reduce | -0.24% | 414.65 ($440.23) 459.68 | $554.20 | 25.89% | Reduce -0.38% | 390,275 | -1,500 |
Anchor Risk Managed Equity Strategies Fund Total Holding History ($B)
Anchor Risk Managed Equity Strategies Fund's Asset Allocation
Anchor Risk Managed Equity Strategies Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Anchor Risk Managed Equity Strategies Fund's Hypothetical Growth since 2025-05-31
Anchor Risk Managed Equity Strategies Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Anchor Risk Managed Equity Strategies Fund's Holdings Heat Map
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Anchor Risk Managed Equity Strategies Fund's Holdings Bubble Chart
Anchor Risk Managed Equity Strategies Fund News
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