Ameritas Investment Partners
IVR icon

Ameritas Investment Partners’s Invesco Mortgage Capital IVR Stock Holding History

Ameritas Investment Partners’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 		$65.4K Buy
8,278
+2,089
+34% +$16.8K ﹤0.01% 2089
2026
Q1 		$50K Hold
6,189
– – ﹤0.01% 2093
2025
Q4 		$52K Hold
6,189
– – ﹤0.01% 2092
2025
Q3 		$46.8K Hold
6,189
– – ﹤0.01% 2180
2025
Q2 		$48.5K Hold
6,189
– – ﹤0.01% 2201
2025
Q1 		$48.8K Buy
6,189
+1,533
+33% +$12.9K ﹤0.01% 2111
2024
Q4 		$37.5K Hold
4,656
– – ﹤0.01% 2350
2024
Q3 		$43.7K Hold
4,656
– – ﹤0.01% 2273
2024
Q2 		$43.6K Hold
4,656
– – ﹤0.01% 2220
2024
Q1 		$45.1K Hold
4,656
– – ﹤0.01% 2205
2023
Q4 		$41.3K Buy
4,656
+1,190
+34% +$9.71K ﹤0.01% 2279
2023
Q3 		$34.7K Hold
3,466
– – ﹤0.01% 2286
2023
Q2 		$39.8K Buy
3,466
+1,230
+55% +$13.2K ﹤0.01% 2183
2023
Q1 		$24.8K Hold
2,236
– – ﹤0.01% 2375
2022
Q4 		$31.9K Hold
2,236
– – ﹤0.01% 2332
2022
Q3 		$24K Hold
2,236
– – ﹤0.01% 2431
2022
Q2 		$32K Sell
2,236
-1
-0% -$17 ﹤0.01% 2275
2022
Q1 		$51K Hold
2,237
– – ﹤0.01% 2055
2021
Q4 		$62K Hold
2,237
– – ﹤0.01% 1999
2021
Q3 		$70K Buy
2,237
+346
+18% +$11.2K ﹤0.01% 1926
2021
Q2 		$74K Hold
1,891
– – ﹤0.01% 1921
2021
Q1 		$76K Buy
1,891
+304
+19% +$11.5K ﹤0.01% 1822
2020
Q4 		$54K Hold
1,587
– – ﹤0.01% 1947
2020
Q3 		$43K Hold
1,587
– – ﹤0.01% 1930
2020
Q2 		$59K Buy
1,587
+141
+10% +$4.85K ﹤0.01% 1734
2020
Q1 		$49K Buy
1,446
+191
+15% +$28K ﹤0.01% 1671
2019
Q4 		$209K Buy
1,255
+60
+5% +$9.62K 0.01% 1060
2019
Q3 		$183K Buy
1,195
+135
+13% +$21.4K 0.01% 1104
2019
Q2 		$171K Hold
1,060
– – 0.01% 1153
2019
Q1 		$168K Buy
1,060
+88
+9% +$14K 0.01% 1139
2018
Q4 		$141K Hold
972
– – 0.01% 1162
2018
Q3 		$154K Hold
972
– – 0.01% 1267
2018
Q2 		$155K Hold
972
– – 0.01% 1234
2018
Q1 		$159K Hold
972
– – 0.01% 1202
2017
Q4 		$173K Hold
972
– – 0.01% 1163
2017
Q3 		$165K Hold
972
– – 0.01% 1163
2017
Q2 		$162K Hold
972
– – 0.01% 1165
2017
Q1 		$150K Buy
+972
New +$147K 0.01% 1207
2015
Q3 		– Sell
-29
Closed -$4K – 1136
2015
Q2 		$4K Sell
29
-1,103
-97% -$173K ﹤0.01% 1158
2015
Q1 		$175K Hold
1,132
– – 0.01% 1016
2014
Q4 		$175K Buy
1,132
+29
+3% +$4.68K 0.01% 998
2014
Q3 		$173K Hold
1,103
– – 0.01% 974
2014
Q2 		$191K Buy
1,103
+27
+3% +$4.63K 0.01% 1003
2014
Q1 		$177K Sell
1,076
-103
-9% -$16.7K 0.01% 984
2013
Q4 		$173K Hold
1,179
– – 0.01% 979
2013
Q3 		$181K Buy
+1,179
New +$186K 0.02% 916

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State Street
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Two Sigma Investments
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OWP
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ameritas Investment Partners's IVR Position: Q2 2026 in Review

Ameritas Investment Partners increased its Invesco Mortgage Capital (IVR) stake by 34% in Q2 2026, buying an estimated $16.8K and bringing the position to 8,278 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Ameritas Investment Partners first reported a position in IVR in Q3 2013 and has held it in 46 quarters since. The position peaked at $209K in Q4 2019. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Ameritas Investment Partners held 8,278 shares of Invesco Mortgage Capital worth $65.4K as of Q2 2026.
  • Ameritas Investment Partners bought 2,089 Invesco Mortgage Capital shares in Q2 2026, an estimated $16.8K.
  • Invesco Mortgage Capital made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2089 holding.
  • Ameritas Investment Partners first reported a position in Invesco Mortgage Capital in Q3 2013 and has held it in 46 quarters since.
  • Ameritas Investment Partners's Invesco Mortgage Capital position peaked at $209K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.