Capstone Investment Advisors
IVR icon

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

Capstone 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
2025
Q4 		– Sell
-24,194
Closed -$183K – 1830
2025
Q3 		$183K Buy
+24,194
New +$185K ﹤0.01% 1848

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Capstone Investment Advisors's IVR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 24,194 shares — an estimated $183K sold.

Capstone Investment Advisors first reported a position in IVR in Q3 2025 and held it in 1 quarter. The position peaked at $183K in Q3 2025. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 24,194 Invesco Mortgage Capital shares in Q4 2025, an estimated $183K.
  • Capstone Investment Advisors first reported a position in Invesco Mortgage Capital in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Invesco Mortgage Capital position peaked at $183K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.