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 Q2	$55	Hold	7	–	–	﹤0.01%	2200
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fortitude Family Office's IVR Position: Q2 2026 in Review

Fortitude Family Office held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 7 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Fortitude Family Office first reported a position in IVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2K in Q1 2024. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Fortitude Family Office held 7 shares of Invesco Mortgage Capital worth $55 as of Q2 2026.
Fortitude Family Office left its Invesco Mortgage Capital share count unchanged in Q2 2026.
Invesco Mortgage Capital made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2200 holding.
Fortitude Family Office first reported a position in Invesco Mortgage Capital in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Invesco Mortgage Capital position peaked at $2K in Q1 2024.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.