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New England Private Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

New England Private Wealth 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
Q2 		– Sell
-17,000
Closed -$134K – 166
2025
Q1 		$134K Buy
+17,000
New +$143K 0.02% 145

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WAM
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New England Private Wealth Advisors's IVR Position: Q2 2025 in Review

New England Private Wealth Advisors sold out of Invesco Mortgage Capital (IVR) in Q2 2025, closing a stake of 17,000 shares — an estimated $134K sold.

New England Private Wealth Advisors first reported a position in IVR in Q1 2025 and held it in 1 quarter. The position peaked at $134K in Q1 2025. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • New England Private Wealth Advisors reported no remaining Invesco Mortgage Capital position as of Q2 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 17,000 Invesco Mortgage Capital shares in Q2 2025, an estimated $134K.
  • New England Private Wealth Advisors first reported a position in Invesco Mortgage Capital in Q1 2025 and held it in 1 quarter.
  • New England Private Wealth Advisors's Invesco Mortgage Capital position peaked at $134K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on New England Private Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.