Larson Financial Group’s Invesco Mortgage Capital IVR Stock Holding History

Larson Financial Group’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	$218	Buy	+27	New	+$230	﹤0.01%	3438
2025 Q2	–	Sell	-7	Closed	-$55	–	3394
2025 Q1	$55	Buy	+7	New	+$59	﹤0.01%	2980
2022 Q1	–	Sell	-400	Closed	-$11K	–	1109
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	665
2021 Q3	$13K	Hold	400	–	–	﹤0.01%	538
2021 Q2	$16K	Hold	400	–	–	﹤0.01%	478
2021 Q1	$16K	Hold	400	–	–	﹤0.01%	452
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	438
2020 Q3	$11K	Hold	400	–	–	﹤0.01%	425
2020 Q2	$15K	Buy	400 +36	+10%	+$1.24K	0.01%	322
2020 Q1	$12K	Buy	+364	New	+$53.5K	0.01%	267

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

Larson Financial Group's IVR Position: Q1 2026 in Review

Larson Financial Group opened a new position in Invesco Mortgage Capital (IVR) in Q1 2026: 27 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #3438 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in IVR as recently as Q1 2025.

Larson Financial Group first reported a position in IVR in Q1 2020 and has held it in 10 quarters since. The position peaked at $16K in Q2 2021. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Larson Financial Group held 27 shares of Invesco Mortgage Capital worth $218 as of Q1 2026.
Invesco Mortgage Capital was a new Larson Financial Group position in Q1 2026.
Invesco Mortgage Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3438 holding.
Larson Financial Group first reported a position in Invesco Mortgage Capital in Q1 2020 and has held it in 10 quarters since.
Larson Financial Group's Invesco Mortgage Capital position peaked at $16K in Q2 2021.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.