Creative Planning’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134K | Buy |
16,596
+1,588
| +11% | +$13.5K | ﹤0.01% | 3838 |
|
|
2025
Q4 | $126K | Buy |
+15,008
| New | +$118K | ﹤0.01% | 3673 |
|
|
2021
Q2 | – | Sell |
-4,608
| Closed | -$185K | – | 2324 |
|
|
2021
Q1 | $185K | Buy |
4,608
+711
| +18% | +$26.8K | ﹤0.01% | 2119 |
|
|
2020
Q4 | $132K | Sell |
3,897
-2,387
| -38% | -$73.9K | ﹤0.01% | 1984 |
|
|
2020
Q3 | $170K | Sell |
6,284
-83
| -1% | -$2.56K | ﹤0.01% | 1720 |
|
|
2020
Q2 | $238K | Buy |
6,367
+1,206
| +23% | +$41.5K | ﹤0.01% | 1436 |
|
|
2020
Q1 | $176K | Buy |
5,161
+553
| +12% | +$81.2K | ﹤0.01% | 1418 |
|
|
2019
Q4 | $767K | Sell |
4,608
-16
| -0.3% | -$2.56K | ﹤0.01% | 908 |
|
|
2019
Q3 | $708K | Buy |
4,624
+37
| +0.8% | +$5.87K | ﹤0.01% | 905 |
|
|
2019
Q2 | $739K | Sell |
4,587
-169
| -4% | -$27.2K | ﹤0.01% | 885 |
|
|
2019
Q1 | $751K | Sell |
4,756
-990
| -17% | -$157K | ﹤0.01% | 849 |
|
|
2018
Q4 | $832K | Buy |
5,746
+600
| +12% | +$90.7K | ﹤0.01% | 741 |
|
|
2018
Q3 | $814K | Sell |
5,146
-157
| -3% | -$25.4K | ﹤0.01% | 851 |
|
|
2018
Q2 | $843K | Sell |
5,303
-88
| -2% | -$14.3K | ﹤0.01% | 833 |
|
|
2018
Q1 | $883K | Sell |
5,391
-128
| -2% | -$21.1K | ﹤0.01% | 801 |
|
|
2017
Q4 | $984K | Buy |
5,519
+334
| +6% | +$59K | ﹤0.01% | 741 |
|
|
2017
Q3 | $888K | Sell |
5,185
-26
| -0.5% | -$4.38K | ﹤0.01% | 776 |
|
|
2017
Q2 | $871K | Sell |
5,211
-95
| -2% | -$15.4K | ﹤0.01% | 749 |
|
|
2017
Q1 | $818K | Buy |
5,306
+133
| +3% | +$20.1K | ﹤0.01% | 749 |
|
|
2016
Q4 | $755K | Buy |
5,173
+283
| +6% | +$42K | ﹤0.01% | 741 |
|
|
2016
Q3 | $745K | Buy |
4,890
+54
| +1% | +$8.11K | ﹤0.01% | 713 |
|
|
2016
Q2 | $662K | Sell |
4,836
-1,006
| -17% | -$135K | ﹤0.01% | 661 |
|
|
2016
Q1 | $712K | Buy |
5,842
+1,118
| +24% | +$129K | 0.01% | 611 |
|
|
2015
Q4 | $585K | Buy |
4,724
+3,782
| +401% | +$481K | ﹤0.01% | 688 |
|
|
2015
Q3 | $115K | Sell |
942
-397
| -30% | -$55.3K | ﹤0.01% | 1511 |
|
|
2015
Q2 | $192K | Sell |
1,339
-4,262
| -76% | -$667K | ﹤0.01% | 878 |
|
|
2015
Q1 | $870K | Buy |
5,601
+1,058
| +23% | +$165K | 0.01% | 514 |
|
|
2014
Q4 | $702K | Buy |
4,543
+3,595
| +379% | +$580K | 0.01% | 568 |
|
|
2014
Q3 | $149K | Sell |
948
-90
| -9% | -$15.4K | ﹤0.01% | 1232 |
|
|
2014
Q2 | $180K | Sell |
1,038
-282
| -21% | -$48.3K | ﹤0.01% | 1087 |
|
|
2014
Q1 | $217K | Sell |
1,320
-241
| -15% | -$39K | ﹤0.01% | 960 |
|
|
2013
Q4 | $229K | Buy |
1,561
+479
| +44% | +$72.7K | ﹤0.01% | 805 |
|
|
2013
Q3 | $166K | Buy |
1,082
+169
| +19% | +$26.7K | ﹤0.01% | 841 |
|
|
2013
Q2 | $151K | Buy |
+913
| New | +$180K | ﹤0.01% | 773 |
|
Other funds holding IVR
VCM
Creative Planning's IVR Position: Q1 2026 in Review
Creative Planning increased its Invesco Mortgage Capital (IVR) stake by 11% in Q1 2026, buying an estimated $13.5K and bringing the position to 16,596 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3838.
Creative Planning first reported a position in IVR in Q2 2013 and has held it in 34 quarters since. The position peaked at $984K in Q4 2017. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.
- Creative Planning held 16,596 shares of Invesco Mortgage Capital worth $134K as of Q1 2026.
- Creative Planning bought 1,588 Invesco Mortgage Capital shares in Q1 2026, an estimated $13.5K.
- Invesco Mortgage Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3838 holding.
- Creative Planning first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 34 quarters since.
- Creative Planning's Invesco Mortgage Capital position peaked at $984K in Q4 2017.
- 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.