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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Continuum Advisory's IVR Position: Q1 2026 in Review

Continuum Advisory held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 15,889 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #447.

Continuum Advisory first reported a position in IVR in Q1 2024 and has held it in 9 quarters since. The position peaked at $134K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Continuum Advisory held 15,889 shares of Invesco Mortgage Capital worth $128K as of Q1 2026.
  • Continuum Advisory left its Invesco Mortgage Capital share count unchanged in Q1 2026.
  • Invesco Mortgage Capital made up 0.01% of Continuum Advisory's portfolio in Q1 2026, its #447 holding.
  • Continuum Advisory first reported a position in Invesco Mortgage Capital in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's Invesco Mortgage Capital position peaked at $134K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.