HIMS
IVR icon

Hager Investment Management Services’s Invesco Mortgage Capital IVR Stock Holding History

Hager Investment Management Services’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 		$115 Hold
15
– – ﹤0.01% 350
2026
Q1 		$117 Hold
15
– – ﹤0.01% 327
2025
Q4 		$122 Hold
15
– – ﹤0.01% 320
2025
Q3 		$110 Hold
15
– – ﹤0.01% 289
2025
Q2 		$114 Hold
15
– – ﹤0.01% 284
2025
Q1 		$115 Hold
15
– – ﹤0.01% 301
2024
Q4 		$117 Buy
+15
New +$126 ﹤0.01% 281

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Hager Investment Management Services's IVR Position: Q2 2026 in Review

Hager Investment Management Services held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 15 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Hager Investment Management Services first reported a position in IVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $122 in Q4 2025. 23 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Hager Investment Management Services held 15 shares of Invesco Mortgage Capital worth $115 as of Q2 2026.
  • Hager Investment Management Services left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #350 holding.
  • Hager Investment Management Services first reported a position in Invesco Mortgage Capital in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Invesco Mortgage Capital position peaked at $122 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.