PS
IVR icon

Principal Securities’s Invesco Mortgage Capital IVR Stock Holding History

Principal Securities’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
-421
Closed -$3.39K – 3794
2025
Q1 		$3.39K Hold
421
– – ﹤0.01% 2907
2024
Q4 		$3.39K Buy
421
+156
+59% +$1.31K ﹤0.01% 2903
2024
Q3 		$2.49K Hold
265
– – ﹤0.01% 2885
2024
Q2 		$2.48K Hold
265
– – ﹤0.01% 2845
2024
Q1 		$2.56K Hold
265
– – ﹤0.01% 2804
2023
Q4 		$2.35K Buy
+265
New +$2.16K ﹤0.01% 2769

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities's IVR Position: Q2 2025 in Review

Principal Securities sold out of Invesco Mortgage Capital (IVR) in Q2 2025, closing a stake of 421 shares — an estimated $3.39K sold.

Principal Securities first reported a position in IVR in Q4 2023 and held it in 6 quarters. The position peaked at $3.39K in Q1 2025. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • Principal Securities reported no remaining Invesco Mortgage Capital position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 421 Invesco Mortgage Capital shares in Q2 2025, an estimated $3.39K.
  • Principal Securities first reported a position in Invesco Mortgage Capital in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Invesco Mortgage Capital position peaked at $3.39K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.