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Able Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Able Wealth Management’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
2026
Q1 		$86.8K Buy
+11,003
New +$93.9K 0.02% 133

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Invesco
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Geode Capital Management
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State Street
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D.E. Shaw & Co
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
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Able Wealth Management's IVR Position: Q1 2026 in Review

Able Wealth Management opened a new position in Invesco Mortgage Capital (IVR) in Q1 2026: 11,003 shares worth $86.8K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings.

172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Able Wealth Management held 11,003 shares of Invesco Mortgage Capital worth $86.8K as of Q1 2026.
  • Invesco Mortgage Capital was a new Able Wealth Management position in Q1 2026.
  • Invesco Mortgage Capital made up 0.02% of Able Wealth Management's portfolio in Q1 2026, its #133 holding.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.