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Archer Investment Corporation’s Invesco Mortgage Capital IVR Stock Holding History

Archer Investment Corporation’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 		$385 Buy
49
+2
+4% +$16 ﹤0.01% 1153
2026
Q1 		$377 Sell
47
-13
-22% -$111 ﹤0.01% 1159
2025
Q4 		$508 Buy
60
+2
+3% +$16 ﹤0.01% 1085
2025
Q3 		$437 Buy
58
+3
+5% +$23 ﹤0.01% 1115
2025
Q2 		$433 Sell
55
-25
-31% -$184 ﹤0.01% 1087
2025
Q1 		$630 Buy
80
+4
+5% +$34 ﹤0.01% 1030
2024
Q4 		$612 Sell
76
-29
-28% -$243 ﹤0.01% 1030
2024
Q3 		$985 Buy
105
+5
+5% +$45 ﹤0.01% 981
2024
Q2 		$941 Buy
100
+4
+4% +$36 ﹤0.01% 971
2024
Q1 		$929 Buy
96
+4
+4% +$36 ﹤0.01% 957
2023
Q4 		$815 Buy
92
+5
+6% +$41 ﹤0.01% 971
2023
Q3 		$868 Buy
87
+3
+4% +$33 ﹤0.01% 940
2023
Q2 		$963 Buy
+84
New +$898 ﹤0.01% 910
2022
Q3 		– Sell
-30
Closed -$440 – 827
2022
Q2 		$440 Buy
+30
New +$507 ﹤0.01% 777
2021
Q4 		– Sell
-10
Closed -$315 – 801
2021
Q3 		$315 Buy
+10
New +$325 ﹤0.01% 700

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Archer Investment Corporation's IVR Position: Q2 2026 in Review

Archer Investment Corporation increased its Invesco Mortgage Capital (IVR) stake by 4.3% in Q2 2026, buying an estimated $16 and bringing the position to 49 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Archer Investment Corporation first reported a position in IVR in Q3 2021 and has held it in 15 quarters since. The position peaked at $985 in Q3 2024. 105 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Archer Investment Corporation held 49 shares of Invesco Mortgage Capital worth $385 as of Q2 2026.
  • Archer Investment Corporation bought 2 Invesco Mortgage Capital shares in Q2 2026, an estimated $16.
  • Invesco Mortgage Capital made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #1153 holding.
  • Archer Investment Corporation first reported a position in Invesco Mortgage Capital in Q3 2021 and has held it in 15 quarters since.
  • Archer Investment Corporation's Invesco Mortgage Capital position peaked at $985 in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.