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Clearstead Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Clearstead 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 		$190 Buy
+24
New +$194 ﹤0.01% 3218
2026
Q1 		– Sell
-7
Closed -$59 – 2555
2025
Q4 		$59 Sell
7
-468
-99% -$3.67K ﹤0.01% 2588
2025
Q3 		$3.59K Buy
+475
New +$3.63K ﹤0.01% 2279

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's IVR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 24 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #3218 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IVR as recently as Q4 2025.

Clearstead Advisors first reported a position in IVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.59K in Q3 2025. 69 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Clearstead Advisors held 24 shares of Invesco Mortgage Capital worth $190 as of Q2 2026.
  • Invesco Mortgage Capital was a new Clearstead Advisors position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3218 holding.
  • Clearstead Advisors first reported a position in Invesco Mortgage Capital in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Invesco Mortgage Capital position peaked at $3.59K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.