GIA
IVR icon

GHP Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

GHP Investment Advisors’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 		– Sell
-350
Closed -$2.83K – 1430
2026
Q1 		$2.83K Buy
+350
New +$2.99K ﹤0.01% 970
2022
Q1 		– Sell
-1,098
Closed -$31K – 945
2021
Q4 		$31K Buy
+1,098
New +$34K ﹤0.01% 322

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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
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

GHP Investment Advisors's IVR Position: Q2 2026 in Review

GHP Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 350 shares — an estimated $2.83K sold.

GHP Investment Advisors first reported a position in IVR in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • GHP Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 350 Invesco Mortgage Capital shares in Q2 2026, an estimated $2.83K.
  • GHP Investment Advisors first reported a position in Invesco Mortgage Capital in Q4 2021 and held it in 2 quarters.
  • GHP Investment Advisors's Invesco Mortgage Capital position peaked at $31K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.