L & S Advisors’s Invesco Mortgage Capital IVR Stock Holding History

L & S 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 Q1	–	Sell	-17,500	Closed	-$147K	–	250
2025 Q4	$147K	Buy	+17,500	New	+$137K	0.01%	364

Other funds holding IVR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

L & S Advisors's IVR Position: Q1 2026 in Review

L & S Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 17,500 shares — an estimated $147K sold.

L & S Advisors first reported a position in IVR in Q4 2025 and held it in 1 quarter. The position peaked at $147K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

L & S Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
L & S Advisors sold 17,500 Invesco Mortgage Capital shares in Q1 2026, an estimated $147K.
L & S Advisors first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 1 quarter.
L & S Advisors's Invesco Mortgage Capital position peaked at $147K in Q4 2025.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.