AWM
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Abound Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Abound 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
Q2 		$166 Buy
+21
New +$169 ﹤0.01% 1159

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Abound Wealth Management's IVR Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 21 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

16 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Abound Wealth Management held 21 shares of Invesco Mortgage Capital worth $166 as of Q2 2026.
  • Invesco Mortgage Capital was a new Abound Wealth Management position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • 16 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.