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Lindbrook Capital’s Invesco Mortgage Capital IVR Stock Holding History

Lindbrook Capital’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
Q1 		$2.26K Buy
286
+234
+450% +$1.97K ﹤0.01% 2241
2024
Q4 		$419 Sell
52
-129
-71% -$1.08K ﹤0.01% 2660
2024
Q3 		$1.7K Sell
181
-12
-6% -$108 ﹤0.01% 2400
2024
Q2 		$1.81K Buy
193
+141
+271% +$1.27K ﹤0.01% 2367
2024
Q1 		$503 Hold
52
– – ﹤0.01% 2517
2023
Q4 		$461 Sell
52
-493
-90% -$4.02K ﹤0.01% 2588
2023
Q3 		$5.46K Buy
545
+425
+354% +$4.7K ﹤0.01% 1731
2023
Q2 		$1.38K Sell
120
-840
-88% -$8.98K ﹤0.01% 2298
2023
Q1 		$10.6K Buy
960
+632
+193% +$8.14K ﹤0.01% 1417
2022
Q4 		$4.17K Buy
328
+308
+1,540% +$3.77K ﹤0.01% 1913
2022
Q3 		$0 Hold
20
– – ﹤0.01% 2764
2022
Q2 		$0 Sell
20
-41
-67% -$692 ﹤0.01% 2617
2022
Q1 		$1K Buy
+61
New +$1.5K ﹤0.01% 2262
2020
Q2 		– Sell
-10
Closed – – 1794
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1768
2019
Q4 		$2K Buy
+10
New +$1.6K ﹤0.01% 1293

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Lindbrook Capital's IVR Position: Q1 2025 in Review

Lindbrook Capital increased its Invesco Mortgage Capital (IVR) stake by 450% in Q1 2025, buying an estimated $1.97K and bringing the position to 286 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Lindbrook Capital first reported a position in IVR in Q4 2019 and has held it in 15 quarters since. The position peaked at $10.6K in Q1 2023. 146 funds tracked by Wall St. Rank hold IVR as of Q1 2025.

  • Lindbrook Capital held 286 shares of Invesco Mortgage Capital worth $2.26K as of Q1 2025.
  • Lindbrook Capital bought 234 Invesco Mortgage Capital shares in Q1 2025, an estimated $1.97K.
  • Invesco Mortgage Capital made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2241 holding.
  • Lindbrook Capital first reported a position in Invesco Mortgage Capital in Q4 2019 and has held it in 15 quarters since.
  • Lindbrook Capital's Invesco Mortgage Capital position peaked at $10.6K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.