Covestor
IVR icon

Covestor’s Invesco Mortgage Capital IVR Stock Holding History

Covestor’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
Q3 		$1K Buy
186
+21
+13% +$154 ﹤0.01% 2124
2026
Q2 		$1K Buy
165
+122
+284% +$984 ﹤0.01% 2205
2026
Q1 		$0 Buy
43
+38
+760% +$324 ﹤0.01% 2520
2025
Q4 		$0 Hold
5
– – ﹤0.01% 2495
2025
Q3 		$0 Sell
5
-64
-93% -$488 ﹤0.01% 2511
2025
Q2 		$1K Buy
+69
New +$508 ﹤0.01% 2023
2022
Q2 		– Sell
-385
Closed -$9K – 2126
2022
Q1 		$9K Buy
385
+61
+19% +$1.5K 0.01% 1348
2021
Q4 		$9K Buy
+324
New +$10K 0.01% 1053

Other funds holding IVR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Covestor's IVR Position: Q3 2026 in Review

Covestor increased its Invesco Mortgage Capital (IVR) stake by 13% in Q3 2026, buying an estimated $154 and bringing the position to 186 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Covestor first reported a position in IVR in Q4 2021 and has held it in 8 quarters since. The position peaked at $9K in Q1 2022. 64 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Covestor held 186 shares of Invesco Mortgage Capital worth $1K as of Q3 2026.
  • Covestor bought 21 Invesco Mortgage Capital shares in Q3 2026, an estimated $154.
  • Invesco Mortgage Capital made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2124 holding.
  • Covestor first reported a position in Invesco Mortgage Capital in Q4 2021 and has held it in 8 quarters since.
  • Covestor's Invesco Mortgage Capital position peaked at $9K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.