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Dynamic Advisor Solutions’s Invesco Mortgage Capital IVR Stock Holding History

Dynamic Advisor Solutions’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 		$396K Sell
50,165
-138
-0.3% -$1.11K 0.01% 754
2026
Q1 		$406K Buy
+50,303
New +$429K 0.01% 704

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Mirae Asset Global ETFs Holdings
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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

Dynamic Advisor Solutions's IVR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco Mortgage Capital (IVR) stake by 0.27% in Q2 2026, selling an estimated $1.11K and leaving 50,165 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #754.

Dynamic Advisor Solutions first reported a position in IVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $406K in Q1 2026. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Dynamic Advisor Solutions held 50,165 shares of Invesco Mortgage Capital worth $396K as of Q2 2026.
  • Dynamic Advisor Solutions sold 138 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.11K.
  • Invesco Mortgage Capital made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #754 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Mortgage Capital in Q1 2026 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's Invesco Mortgage Capital position peaked at $406K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.