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GAMMA Investing’s Invesco Mortgage Capital IVR Stock Holding History

GAMMA Investing’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 		$9.62K Sell
1,218
-358
-23% -$2.89K ﹤0.01% 3223
2026
Q1 		$12.7K Buy
1,576
+801
+103% +$6.83K ﹤0.01% 2943
2025
Q4 		$6.52K Buy
775
+185
+31% +$1.45K ﹤0.01% 3162
2025
Q3 		$4.46K Buy
590
+66
+13% +$504 ﹤0.01% 3218
2025
Q2 		$4.11K Buy
524
+283
+117% +$2.08K ﹤0.01% 3194
2025
Q1 		$1.9K Sell
241
-125
-34% -$1.05K ﹤0.01% 3426
2024
Q4 		$2.95K Buy
366
+257
+236% +$2.16K ﹤0.01% 3095
2024
Q3 		$1.02K Sell
109
-87
-44% -$782 ﹤0.01% 3250
2024
Q2 		$1.84K Buy
196
+121
+161% +$1.09K ﹤0.01% 2903
2024
Q1 		$726 Sell
75
-32
-30% -$287 ﹤0.01% 3019
2023
Q4 		$943 Buy
+107
New +$873 ﹤0.01% 2806

Other funds holding IVR

FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing's IVR Position: Q2 2026 in Review

GAMMA Investing reduced its Invesco Mortgage Capital (IVR) stake by 23% in Q2 2026, selling an estimated $2.89K and leaving 1,218 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

GAMMA Investing first reported a position in IVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7K in Q1 2026. 20 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • GAMMA Investing held 1,218 shares of Invesco Mortgage Capital worth $9.62K as of Q2 2026.
  • GAMMA Investing sold 358 Invesco Mortgage Capital shares in Q2 2026, an estimated $2.89K.
  • Invesco Mortgage Capital made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3223 holding.
  • GAMMA Investing first reported a position in Invesco Mortgage Capital in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Invesco Mortgage Capital position peaked at $12.7K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.