AWS
IVR icon

Atria Wealth Solutions’s Invesco Mortgage Capital IVR Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-36,175
Closed -$291K – 1971
2024
Q4 		$291K Buy
+36,175
New +$304K ﹤0.01% 1566

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Atria Wealth Solutions's IVR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco Mortgage Capital (IVR) in Q1 2025, closing a stake of 36,175 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in IVR in Q4 2024 and held it in 1 quarter. The position peaked at $291K in Q4 2024. 146 funds tracked by Wall St. Rank hold IVR as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Invesco Mortgage Capital position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 36,175 Invesco Mortgage Capital shares in Q1 2025, an estimated $291K.
  • Atria Wealth Solutions first reported a position in Invesco Mortgage Capital in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco Mortgage Capital position peaked at $291K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.