Ameriprise’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.45M | Buy |
427,323
+99,613
| +30% | +$850K | ﹤0.01% | 2679 |
|
|
2025
Q4 | $2.76M | Sell |
327,710
-13,188
| -4% | -$103K | ﹤0.01% | 2827 |
|
|
2025
Q3 | $2.58M | Buy |
340,898
+4,101
| +1% | +$31.3K | ﹤0.01% | 2874 |
|
|
2025
Q2 | $2.64M | Buy |
336,797
+147,486
| +78% | +$1.09M | ﹤0.01% | 2791 |
|
|
2025
Q1 | $1.49M | Buy |
189,311
+172,639
| +1,036% | +$1.46M | ﹤0.01% | 3042 |
|
|
2024
Q4 | $141K | Sell |
16,672
-1,725
| -9% | -$14.5K | ﹤0.01% | 3908 |
|
|
2024
Q3 | $173K | Sell |
18,397
-72
| -0.4% | -$647 | ﹤0.01% | 3778 |
|
|
2024
Q2 | $173K | Sell |
18,469
-685
| -4% | -$6.18K | ﹤0.01% | 3710 |
|
|
2024
Q1 | $185K | Buy |
19,154
+630
| +3% | +$5.65K | ﹤0.01% | 3704 |
|
|
2023
Q4 | $172K | Sell |
18,524
-140,692
| -88% | -$1.15M | ﹤0.01% | 3742 |
|
|
2023
Q3 | $1.59M | Sell |
159,216
-6,030
| -4% | -$66.6K | ﹤0.01% | 2932 |
|
|
2023
Q2 | $1.9M | Buy |
165,246
+10,925
| +7% | +$117K | ﹤0.01% | 2898 |
|
|
2023
Q1 | $1.71M | Sell |
154,321
-2,054
| -1% | -$26.5K | ﹤0.01% | 2913 |
|
|
2022
Q4 | $1.99M | Buy |
156,375
+22,346
| +17% | +$273K | ﹤0.01% | 2811 |
|
|
2022
Q3 | $1.49M | Sell |
134,029
-4,288
| -3% | -$66.7K | ﹤0.01% | 2919 |
|
|
2022
Q2 | $2.03M | Buy |
138,317
+7,425
| +6% | +$125K | ﹤0.01% | 2794 |
|
|
2022
Q1 | $2.98M | Sell |
130,892
-1,811
| -1% | -$44.6K | ﹤0.01% | 2732 |
|
|
2021
Q4 | $3.69M | Buy |
132,703
+6,503
| +5% | +$201K | ﹤0.01% | 2669 |
|
|
2021
Q3 | $3.98M | Buy |
126,200
+1,808
| +1% | +$58.7K | ﹤0.01% | 2545 |
|
|
2021
Q2 | $4.85M | Buy |
124,392
+18,375
| +17% | +$696K | ﹤0.01% | 2475 |
|
|
2021
Q1 | $4.25M | Buy |
106,017
+24,856
| +31% | +$938K | ﹤0.01% | 2490 |
|
|
2020
Q4 | $2.74M | Sell |
81,161
-15,848
| -16% | -$491K | ﹤0.01% | 2631 |
|
|
2020
Q3 | $2.63M | Sell |
97,009
-78,199
| -45% | -$2.41M | ﹤0.01% | 2503 |
|
|
2020
Q2 | $6.53M | Sell |
175,208
-69,513
| -28% | -$2.39M | ﹤0.01% | 1869 |
|
|
2020
Q1 | $8.34M | Buy |
244,721
+99,994
| +69% | +$14.7M | ﹤0.01% | 1526 |
|
|
2019
Q4 | $24.1M | Buy |
144,727
+838
| +0.6% | +$134K | 0.01% | 1047 |
|
|
2019
Q3 | $22M | Buy |
143,889
+4,413
| +3% | +$701K | 0.01% | 1069 |
|
|
2019
Q2 | $22.5M | Sell |
139,476
-578
| -0.4% | -$93.1K | 0.01% | 1076 |
|
|
2019
Q1 | $22.1M | Buy |
140,054
+9,044
| +7% | +$1.43M | 0.01% | 1062 |
|
|
2018
Q4 | $19M | Sell |
131,010
-30,499
| -19% | -$4.61M | 0.01% | 1087 |
|
|
2018
Q3 | $25.5M | Sell |
161,509
-4,117
| -2% | -$665K | 0.01% | 1115 |
|
|
2018
Q2 | $26.3M | Buy |
165,626
+1,598
| +1% | +$259K | 0.01% | 1007 |
|
|
2018
Q1 | $26.9M | Sell |
164,028
-9,807
| -6% | -$1.62M | 0.01% | 963 |
|
|
2017
Q4 | $31M | Buy |
173,835
+69,219
| +66% | +$12.2M | 0.01% | 805 |
|
|
2017
Q3 | $17.9M | Sell |
104,616
-8,495
| -8% | -$1.43M | 0.01% | 1129 |
|
|
2017
Q2 | $18.9M | Buy |
113,111
+87,868
| +348% | +$14.2M | 0.01% | 1060 |
|
|
2017
Q1 | $3.89M | Sell |
25,243
-6,289
| -20% | -$950K | ﹤0.01% | 2224 |
|
|
2016
Q4 | $4.6M | Sell |
31,532
-5,223
| -14% | -$774K | ﹤0.01% | 2109 |
|
|
2016
Q3 | $5.6M | Buy |
36,755
+15,744
| +75% | +$2.36M | ﹤0.01% | 1897 |
|
|
2016
Q2 | $2.88M | Buy |
21,011
+19,713
| +1,519% | +$2.65M | ﹤0.01% | 2322 |
|
|
2016
Q1 | $159K | Sell |
1,298
-384
| -23% | -$44.3K | ﹤0.01% | 3571 |
|
|
2015
Q4 | $211K | Buy |
1,682
+62
| +4% | +$7.89K | ﹤0.01% | 3633 |
|
|
2015
Q3 | $201K | Buy |
1,620
+101
| +7% | +$14.1K | ﹤0.01% | 3652 |
|
|
2015
Q2 | $220K | Buy |
1,519
+242
| +19% | +$37.9K | ﹤0.01% | 3790 |
|
|
2015
Q1 | $202K | Buy |
+1,277
| New | +$199K | ﹤0.01% | 3591 |
|
|
2014
Q4 | – | Sell |
-793
| Closed | -$126K | – | 4061 |
|
|
2014
Q3 | $126K | Sell |
793
-261
| -25% | -$44.6K | ﹤0.01% | 3586 |
|
|
2014
Q2 | $184K | Buy |
1,054
+376
| +55% | +$64.4K | ﹤0.01% | 3351 |
|
|
2014
Q1 | $113K | Sell |
678
-2,020
| -75% | -$327K | ﹤0.01% | 3460 |
|
|
2013
Q4 | $407K | Sell |
2,698
-734
| -21% | -$111K | ﹤0.01% | 2928 |
|
|
2013
Q3 | $539K | Sell |
3,432
-17,036
| -83% | -$2.69M | ﹤0.01% | 2873 |
|
|
2013
Q2 | $3.4M | Buy |
+20,468
| New | +$4.04M | ﹤0.01% | 2094 |
|
Other funds holding IVR
VCM
Ameriprise's IVR Position: Q1 2026 in Review
Ameriprise increased its Invesco Mortgage Capital (IVR) stake by 30% in Q1 2026, buying an estimated $850K and bringing the position to 427,323 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2679.
Ameriprise first reported a position in IVR in Q2 2013 and has held it in 51 quarters since. The position peaked at $31M in Q4 2017. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.
- Ameriprise held 427,323 shares of Invesco Mortgage Capital worth $3.45M as of Q1 2026.
- Ameriprise bought 99,613 Invesco Mortgage Capital shares in Q1 2026, an estimated $850K.
- Invesco Mortgage Capital made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2679 holding.
- Ameriprise first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 51 quarters since.
- Ameriprise's Invesco Mortgage Capital position peaked at $31M in Q4 2017.
- 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.