PWPS
IVR icon

Pinnacle Wealth Planning Services’s Invesco Mortgage Capital IVR Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.14K Hold
389
– – ﹤0.01% 2357
2025
Q4 		$3.27K Buy
+389
New +$3.05K ﹤0.01% 2376
2021
Q1 		– Sell
-79
Closed -$3K – 1144
2020
Q4 		$3K Buy
+79
New +$2.45K ﹤0.01% 1827

Other funds holding IVR

BlackRock
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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's IVR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 389 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Pinnacle Wealth Planning Services first reported a position in IVR in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.27K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 389 shares of Invesco Mortgage Capital worth $3.14K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Invesco Mortgage Capital share count unchanged in Q1 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2357 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Mortgage Capital in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Invesco Mortgage Capital position peaked at $3.27K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.