Global Retirement Partners’s Invesco Mortgage Capital IVR Stock Holding History

Global Retirement Partners’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
2025 Q4	$70.4K	Buy	8,373 +167	+2%	+$1.31K	﹤0.01%	2134
2025 Q3	$62K	Buy	8,206 +154	+2%	+$1.18K	﹤0.01%	1782
2025 Q2	$63.1K	Buy	+8,052	New	+$59.3K	﹤0.01%	1649
2024 Q4	$29.3K	Buy	3,640 +610	+20%	+$5.12K	﹤0.01%	1874
2024 Q3	$28.5K	Hold	3,030	–	–	﹤0.01%	1820
2024 Q2	$28.4K	Sell	3,030 -1,817	-37%	-$16.4K	﹤0.01%	1819
2024 Q1	$46.9K	Buy	4,847 +2,425	+100%	+$21.8K	﹤0.01%	1444
2023 Q4	$22K	Buy	2,422 +1,981	+449%	+$16.2K	﹤0.01%	1714
2023 Q3	$3.99K	Hold	441	–	–	﹤0.01%	2271
2023 Q2	$5.06K	Hold	441	–	–	﹤0.01%	2197
2023 Q1	$4.29K	Hold	441	–	–	﹤0.01%	2215
2022 Q4	$5.61K	Buy	+441	New	+$5.39K	﹤0.01%	1990
2021 Q1	–	Sell	-165	Closed	-$6K	–	1829
2020 Q4	$6K	Hold	165	–	–	﹤0.01%	1404
2020 Q3	$4K	Hold	165	–	–	﹤0.01%	1368
2020 Q2	$6K	Buy	165 +15	+10%	+$516	﹤0.01%	1246
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	1224
2019 Q4	$25K	Buy	+150	New	+$24.1K	﹤0.01%	867

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Global Retirement Partners's IVR Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Mortgage Capital (IVR) stake by 2% in Q4 2025, buying an estimated $1.31K and bringing the position to 8,373 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Global Retirement Partners first reported a position in IVR in Q4 2019 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

Global Retirement Partners held 8,373 shares of Invesco Mortgage Capital worth $70.4K as of Q4 2025.
Global Retirement Partners bought 167 Invesco Mortgage Capital shares in Q4 2025, an estimated $1.31K.
Invesco Mortgage Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2134 holding.
Global Retirement Partners first reported a position in Invesco Mortgage Capital in Q4 2019 and has held it in 17 quarters since.
171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.