1776 Wealth’s Invesco Mortgage Capital IVR Stock Holding History

1776 Wealth’s Portfolio IVR Stock Details IVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-250	Closed	-$8K	–	348
2020 Q1	$8K	Buy	+250	New	+$36.7K	﹤0.01%	322

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1776 Wealth's IVR Position: Q2 2020 in Review

1776 Wealth sold out of Invesco Mortgage Capital (IVR) in Q2 2020, closing a stake of 250 shares — an estimated $8K sold.

1776 Wealth first reported a position in IVR in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 202 funds tracked by Wall St. Rank hold IVR as of Q2 2020.

1776 Wealth reported no remaining Invesco Mortgage Capital position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 250 Invesco Mortgage Capital shares in Q2 2020, an estimated $8K.
1776 Wealth first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 1 quarter.
1776 Wealth's Invesco Mortgage Capital position peaked at $8K in Q1 2020.
202 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.