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Cape Investment Advisory’s Invesco Mortgage Capital IVR Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-8,290
Closed -$69.7K – 698
2025
Q4 		$69.7K Buy
+8,290
New +$65K 0.02% 357

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Cape Investment Advisory's IVR Position: Q1 2026 in Review

Cape Investment Advisory sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 8,290 shares — an estimated $69.7K sold.

Cape Investment Advisory first reported a position in IVR in Q4 2025 and held it in 1 quarter. The position peaked at $69.7K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Cape Investment Advisory reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 8,290 Invesco Mortgage Capital shares in Q1 2026, an estimated $69.7K.
  • Cape Investment Advisory first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Invesco Mortgage Capital position peaked at $69.7K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.