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New Age Alpha Advisors’s Invesco Mortgage Capital IVR Stock Holding History

New Age Alpha 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
2025
Q4 		– Sell
-13,740
Closed -$104K – 833
2025
Q3 		$104K Hold
13,740
– – ﹤0.01% 716
2025
Q2 		$108K Buy
13,740
+627
+5% +$4.62K ﹤0.01% 715
2025
Q1 		$103K Sell
13,113
-4,169
-24% -$35.1K ﹤0.01% 744
2024
Q4 		$139K Buy
+17,282
New +$145K 0.01% 712

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

New Age Alpha Advisors's IVR Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 13,740 shares — an estimated $104K sold.

New Age Alpha Advisors first reported a position in IVR in Q4 2024 and held it in 4 quarters. The position peaked at $139K in Q4 2024. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 13,740 Invesco Mortgage Capital shares in Q4 2025, an estimated $104K.
  • New Age Alpha Advisors first reported a position in Invesco Mortgage Capital in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Invesco Mortgage Capital position peaked at $139K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.