Cetera Investment Advisers
IVR icon

Cetera Investment Advisers’s Invesco Mortgage Capital IVR Stock Holding History

Cetera Investment Advisers’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 		$1.96M Buy
247,749
+25,622
+12% +$207K ﹤0.01% 2403
2026
Q1 		$1.79M Buy
222,127
+14,361
+7% +$123K ﹤0.01% 2378
2025
Q4 		$1.75M Sell
207,766
-3,014
-1% -$23.6K ﹤0.01% 2333
2025
Q3 		$1.59M Buy
210,780
+16,770
+9% +$128K ﹤0.01% 2368
2025
Q2 		$1.52M Buy
194,010
+57,365
+42% +$423K ﹤0.01% 2051
2025
Q1 		$1.08M Buy
136,645
+9,557
+8% +$80.6K ﹤0.01% 2207
2024
Q4 		$1.02M Buy
127,088
+20,788
+20% +$174K ﹤0.01% 2141
2024
Q3 		$998K Buy
106,300
+13,365
+14% +$120K ﹤0.01% 2125
2024
Q2 		$871K Buy
92,935
+14,222
+18% +$128K ﹤0.01% 2178
2024
Q1 		$762K Buy
78,713
+60,656
+336% +$544K ﹤0.01% 2282
2023
Q4 		$160K Sell
18,057
-1,110
-6% -$9.06K ﹤0.01% 2082
2023
Q3 		$192K Sell
19,167
-2,300
-11% -$25.4K ﹤0.01% 1992
2023
Q2 		$246K Buy
21,467
+7,510
+54% +$80.3K ﹤0.01% 1866
2023
Q1 		$155K Buy
+13,957
New +$180K ﹤0.01% 2001
2022
Q2 		– Sell
-10,578
Closed -$241K – 1894
2022
Q1 		$241K Buy
+10,578
New +$260K ﹤0.01% 1597

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cetera Investment Advisers's IVR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Mortgage Capital (IVR) stake by 12% in Q2 2026, buying an estimated $207K and bringing the position to 247,749 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Cetera Investment Advisers first reported a position in IVR in Q1 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Cetera Investment Advisers held 247,749 shares of Invesco Mortgage Capital worth $1.96M as of Q2 2026.
  • Cetera Investment Advisers bought 25,622 Invesco Mortgage Capital shares in Q2 2026, an estimated $207K.
  • Invesco Mortgage Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2403 holding.
  • Cetera Investment Advisers first reported a position in Invesco Mortgage Capital in Q1 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.