Fortitude Family Office’s Invesco Mortgage Capital IVR Stock Holding History

Fortitude Family Office’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	$57	Hold	7	–	–	﹤0.01%	1878
2025 Q4	$59	Sell	7 -35	-83%	-$274	﹤0.01%	1906
2025 Q3	$318	Hold	42	–	–	﹤0.01%	1891
2025 Q2	$329	Hold	42	–	–	﹤0.01%	1914
2025 Q1	$331	Hold	42	–	–	﹤0.01%	1099
2024 Q4	$338	Hold	42	–	–	﹤0.01%	1240
2024 Q3	$394	Hold	42	–	–	﹤0.01%	1172
2024 Q2	$394	Sell	42 -165	-80%	-$1.49K	﹤0.01%	922
2024 Q1	$2K	Buy	207 +149	+257%	+$1.34K	﹤0.01%	823
2023 Q4	$514	Buy	+58	New	+$473	﹤0.01%	974

Other funds holding IVR

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fortitude Family Office's IVR Position: Q1 2026 in Review

Fortitude Family Office held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 7 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Fortitude Family Office first reported a position in IVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2K in Q1 2024. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Fortitude Family Office held 7 shares of Invesco Mortgage Capital worth $57 as of Q1 2026.
Fortitude Family Office left its Invesco Mortgage Capital share count unchanged in Q1 2026.
Invesco Mortgage Capital made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1878 holding.
Fortitude Family Office first reported a position in Invesco Mortgage Capital in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Invesco Mortgage Capital position peaked at $2K in Q1 2024.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.