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Elevation Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History

Elevation Wealth Partners’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
2024
Q1 		– Sell
-1,244
Closed -$12.5K – 489
2023
Q4 		$12.5K Hold
1,244
– – 0.01% 314
2023
Q3 		$12.5K Buy
1,244
+40
+3% +$442 0.01% 233
2023
Q2 		$13.8K Buy
1,204
+44
+4% +$471 0.01% 234
2023
Q1 		$12.9K Buy
+1,160
New +$14.9K 0.01% 245

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State Street
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Renaissance Technologies
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Two Sigma Advisers
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Citadel Advisors
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JAM
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Elevation Wealth Partners's IVR Position: Q1 2024 in Review

Elevation Wealth Partners sold out of Invesco Mortgage Capital (IVR) in Q1 2024, closing a stake of 1,244 shares — an estimated $12.5K sold.

Elevation Wealth Partners first reported a position in IVR in Q1 2023 and held it in 4 quarters. The position peaked at $13.8K in Q2 2023. 141 funds tracked by Wall St. Rank hold IVR as of Q1 2024.

  • Elevation Wealth Partners reported no remaining Invesco Mortgage Capital position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,244 Invesco Mortgage Capital shares in Q1 2024, an estimated $12.5K.
  • Elevation Wealth Partners first reported a position in Invesco Mortgage Capital in Q1 2023 and held it in 4 quarters.
  • Elevation Wealth Partners's Invesco Mortgage Capital position peaked at $13.8K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.