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Nebula Research & Development’s Invesco Mortgage Capital IVR Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-97,683
Closed -$766K – 439
2025
Q2 		$766K Buy
97,683
+11,223
+13% +$82.7K 0.07% 501
2025
Q1 		$682K Buy
86,460
+43,330
+100% +$365K 0.06% 503
2024
Q4 		$347K Buy
+43,130
New +$362K 0.04% 675
2024
Q2 		– Sell
-17,739
Closed -$172K – 922
2024
Q1 		$172K Buy
+17,739
New +$159K 0.04% 659
2023
Q4 		– Sell
-14,602
Closed -$146K – 762
2023
Q3 		$146K Buy
+14,602
New +$161K 0.08% 429

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 $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Nebula Research & Development's IVR Position: Q3 2025 in Review

Nebula Research & Development sold out of Invesco Mortgage Capital (IVR) in Q3 2025, closing a stake of 97,683 shares — an estimated $766K sold.

Nebula Research & Development first reported a position in IVR in Q3 2023 and held it in 5 quarters. The position peaked at $766K in Q2 2025. 159 funds tracked by Wall St. Rank hold IVR as of Q3 2025.

  • Nebula Research & Development reported no remaining Invesco Mortgage Capital position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 97,683 Invesco Mortgage Capital shares in Q3 2025, an estimated $766K.
  • Nebula Research & Development first reported a position in Invesco Mortgage Capital in Q3 2023 and held it in 5 quarters.
  • Nebula Research & Development's Invesco Mortgage Capital position peaked at $766K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.