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Ameritas Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-900
Closed -$7.05K – 2526
2025
Q2 		$7.05K Buy
+900
New +$6.63K ﹤0.01% 2138
2023
Q2 		– Sell
-114
Closed -$1.2K – 1563
2023
Q1 		$1.2K Buy
+114
New +$1.47K ﹤0.01% 2515

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Millennium Management
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State Street
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WAM
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ameritas Advisory Services's IVR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Mortgage Capital (IVR) in Q3 2025, closing a stake of 900 shares — an estimated $7.05K sold.

Ameritas Advisory Services first reported a position in IVR in Q1 2023 and held it in 2 quarters. The position peaked at $7.05K in Q2 2025. 159 funds tracked by Wall St. Rank hold IVR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Invesco Mortgage Capital position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 900 Invesco Mortgage Capital shares in Q3 2025, an estimated $7.05K.
  • Ameritas Advisory Services first reported a position in Invesco Mortgage Capital in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Invesco Mortgage Capital position peaked at $7.05K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.