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BFC Planning, Inc.’s Invesco Mortgage Capital IVR Stock Holding History

BFC Planning, Inc.’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 		$78 Sell
10
-110
-92% -$887 ﹤0.01% 3362
2026
Q1 		$968 Buy
120
+10
+9% +$85 ﹤0.01% 2750
2025
Q4 		$925 Hold
110
– – ﹤0.01% 2811
2025
Q3 		$832 Hold
110
– – ﹤0.01% 2663
2025
Q2 		$862 Buy
+110
New +$810 ﹤0.01% 2479

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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 $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 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

BFC Planning, Inc.'s IVR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco Mortgage Capital (IVR) stake by 92% in Q2 2026, selling an estimated $887 and leaving 10 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

BFC Planning, Inc. first reported a position in IVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $968 in Q1 2026. 183 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • BFC Planning, Inc. held 10 shares of Invesco Mortgage Capital worth $78 as of Q2 2026.
  • BFC Planning, Inc. sold 110 Invesco Mortgage Capital shares in Q2 2026, an estimated $887.
  • Invesco Mortgage Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3362 holding.
  • BFC Planning, Inc. first reported a position in Invesco Mortgage Capital in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Invesco Mortgage Capital position peaked at $968 in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.