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

Apollon 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
2022
Q2 		– Sell
-1,438
Closed -$33K – 777
2022
Q1 		$33K Buy
1,438
+17
+1% +$418 ﹤0.01% 746
2021
Q4 		$40K Buy
+1,421
New +$44K ﹤0.01% 748
2020
Q3 		– Sell
-845
Closed -$32K – 416
2020
Q2 		$32K Buy
+845
New +$29.1K 0.02% 302

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Balyasny Asset Management
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Geode Capital Management
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Susquehanna International Group
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Citadel Advisors
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Apollon Wealth Management's IVR Position: Q2 2022 in Review

Apollon Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q2 2022, closing a stake of 1,438 shares — an estimated $33K sold.

Apollon Wealth Management first reported a position in IVR in Q2 2020 and held it in 3 quarters. The position peaked at $40K in Q4 2021. 133 funds tracked by Wall St. Rank hold IVR as of Q2 2022.

  • Apollon Wealth Management reported no remaining Invesco Mortgage Capital position as of Q2 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 1,438 Invesco Mortgage Capital shares in Q2 2022, an estimated $33K.
  • Apollon Wealth Management first reported a position in Invesco Mortgage Capital in Q2 2020 and held it in 3 quarters.
  • Apollon Wealth Management's Invesco Mortgage Capital position peaked at $40K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2022.

Based on Apollon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.