Bell Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Bell Investment Advisors’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	$8	Hold	1	–	–	﹤0.01%	1819
2026 Q1	$9	Hold	1	–	–	﹤0.01%	1860
2025 Q4	$9	Hold	1	–	–	﹤0.01%	1802
2025 Q3	$8	Hold	1	–	–	﹤0.01%	1875
2025 Q2	$8	Hold	1	–	–	﹤0.01%	1878
2025 Q1	$8	Hold	1	–	–	﹤0.01%	1903
2024 Q4	$9	Hold	1	–	–	﹤0.01%	1900
2024 Q3	$10	Hold	1	–	–	﹤0.01%	1877
2024 Q2	$10	Hold	1	–	–	﹤0.01%	1942
2024 Q1	$10	Hold	1	–	–	﹤0.01%	1908
2023 Q4	$9	Sell	1 -13	-93%	-$106	﹤0.01%	1907
2023 Q3	$141	Sell	14 -23	-62%	-$254	﹤0.01%	1911
2023 Q2	$425	Hold	37	–	–	﹤0.01%	1882
2023 Q1	$411	Hold	37	–	–	﹤0.01%	1881
2022 Q4	$471	Hold	37	–	–	﹤0.01%	1873
2022 Q3	$0	Sell	37 -6	-14%	-$93	﹤0.01%	1830
2022 Q2	$1K	Buy	+43	New	+$726	﹤0.01%	1469
2021 Q4	$1K	Sell	44 -166	-79%	-$5.14K	﹤0.01%	1477
2021 Q3	$7K	Buy	+210	New	+$6.82K	﹤0.01%	576

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bell Investment Advisors's IVR Position: Q2 2026 in Review

Bell Investment Advisors held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Bell Investment Advisors first reported a position in IVR in Q3 2021 and has held it in 19 quarters since. The position peaked at $7K in Q3 2021. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Bell Investment Advisors held 1 share of Invesco Mortgage Capital worth $8 as of Q2 2026.
Bell Investment Advisors left its Invesco Mortgage Capital share count unchanged in Q2 2026.
Invesco Mortgage Capital made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1819 holding.
Bell Investment Advisors first reported a position in Invesco Mortgage Capital in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Invesco Mortgage Capital position peaked at $7K in Q3 2021.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.