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Avantax Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Avantax Advisory Services’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
Q2 		$145K Buy
+18,439
New +$136K ﹤0.01% 2251
2020
Q4 		– Sell
-1,208
Closed -$33K – 1142
2020
Q3 		$33K Buy
+1,208
New +$37.3K ﹤0.01% 1345

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Avantax Advisory Services's IVR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco Mortgage Capital (IVR) in Q2 2025: 18,439 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #2251 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in IVR as recently as Q3 2020.

Avantax Advisory Services first reported a position in IVR in Q3 2020 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • Avantax Advisory Services held 18,439 shares of Invesco Mortgage Capital worth $145K as of Q2 2025.
  • Invesco Mortgage Capital was a new Avantax Advisory Services position in Q2 2025.
  • Invesco Mortgage Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2251 holding.
  • Avantax Advisory Services first reported a position in Invesco Mortgage Capital in Q3 2020 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.