Ares Financial Consulting’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
Q3
$96 Buy
16
+1
+7% +$7 ﹤0.01% 1060
2026
Q2
$119 Buy
15
+14
+1,400% +$113 ﹤0.01% 1120
2026
Q1
$8 Sell
1
-15,647
-100% -$134K ﹤0.01% 1066
2025
Q4
$132K Buy
+15,648
New +$123K 0.13% 94

Other funds holding IVR

Ares Financial Consulting's IVR Position: Q3 2026 in Review

Ares Financial Consulting increased its Invesco Mortgage Capital (IVR) stake by 6.7% in Q3 2026, buying an estimated $7 and bringing the position to 16 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Ares Financial Consulting first reported a position in IVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $132K in Q4 2025. 74 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Ares Financial Consulting held 16 shares of Invesco Mortgage Capital worth $96 as of Q3 2026.
  • Ares Financial Consulting bought 1 Invesco Mortgage Capital share in Q3 2026, an estimated $7.
  • Invesco Mortgage Capital made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #1060 holding.
  • Ares Financial Consulting first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Invesco Mortgage Capital position peaked at $132K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.