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Capital & Planning LLC’s Invesco Mortgage Capital IVR Stock Holding History

Capital & Planning LLC’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 		$14.5K Buy
+1,794
New +$15.3K 0.01% 87

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital & Planning LLC's IVR Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Invesco Mortgage Capital (IVR) in Q1 2026: 1,794 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #87 among its holdings.

172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Capital & Planning LLC held 1,794 shares of Invesco Mortgage Capital worth $14.5K as of Q1 2026.
  • Invesco Mortgage Capital was a new Capital & Planning LLC position in Q1 2026.
  • Invesco Mortgage Capital made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #87 holding.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.