Keating Financial Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65K Hold
209
﹤0.01% 2013
2026
Q1
$1.69K Buy
+209
New +$1.78K ﹤0.01% 1918

Other funds holding IVR

Keating Financial Advisory Services's IVR Position: Q2 2026 in Review

Keating Financial Advisory Services held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 209 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Keating Financial Advisory Services first reported a position in IVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69K in Q1 2026. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Keating Financial Advisory Services held 209 shares of Invesco Mortgage Capital worth $1.65K as of Q2 2026.
  • Keating Financial Advisory Services left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2013 holding.
  • Keating Financial Advisory Services first reported a position in Invesco Mortgage Capital in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Invesco Mortgage Capital position peaked at $1.69K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.