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Continuum Advisory’s Invesco Mortgage Capital IVR Stock Holding History

Continuum 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
Q2 		$124K Sell
15,633
-256
-2% -$2.06K 0.01% 587
2026
Q1 		$128K Hold
15,889
– – 0.01% 447
2025
Q4 		$134K Hold
15,889
– – 0.01% 448
2025
Q3 		$120K Hold
15,889
– – 0.01% 430
2025
Q2 		$125K Buy
15,889
+14,061
+769% +$104K 0.02% 413
2025
Q1 		$14.4K Hold
1,828
– – ﹤0.01% 917
2024
Q4 		$14.7K Hold
1,828
– – ﹤0.01% 911
2024
Q3 		$15K Sell
1,828
-140
-7% -$1.26K ﹤0.01% 902
2024
Q2 		$18.4K Sell
1,968
-170
-8% -$1.53K ﹤0.01% 807
2024
Q1 		$19.8K Buy
+2,138
New +$19.2K ﹤0.01% 778

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 $3.37T AUM 44.26% 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

Continuum Advisory's IVR Position: Q2 2026 in Review

Continuum Advisory reduced its Invesco Mortgage Capital (IVR) stake by 1.6% in Q2 2026, selling an estimated $2.06K and leaving 15,633 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #587.

Continuum Advisory first reported a position in IVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $134K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Continuum Advisory held 15,633 shares of Invesco Mortgage Capital worth $124K as of Q2 2026.
  • Continuum Advisory sold 256 Invesco Mortgage Capital shares in Q2 2026, an estimated $2.06K.
  • Invesco Mortgage Capital made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #587 holding.
  • Continuum Advisory first reported a position in Invesco Mortgage Capital in Q1 2024 and has held it in 10 quarters since.
  • Continuum Advisory's Invesco Mortgage Capital position peaked at $134K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.