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Ares Financial Consulting’s Invesco Mortgage Capital IVR Stock Holding History

Ares Financial Consulting’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 		$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

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PAM
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YIH
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Envestnet Asset Management
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IA
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SPWM
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DAS
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SWM
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Ares Financial Consulting's IVR Position: Q2 2026 in Review

Ares Financial Consulting increased its Invesco Mortgage Capital (IVR) stake by 1,400% in Q2 2026, buying an estimated $113 and bringing the position to 15 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Ares Financial Consulting first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q4 2025. 47 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Ares Financial Consulting held 15 shares of Invesco Mortgage Capital worth $119 as of Q2 2026.
  • Ares Financial Consulting bought 14 Invesco Mortgage Capital shares in Q2 2026, an estimated $113.
  • Invesco Mortgage Capital made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1120 holding.
  • Ares Financial Consulting first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Invesco Mortgage Capital position peaked at $132K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.