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Range Financial Group’s Invesco Mortgage Capital IVR Stock Holding History

Range Financial Group’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
Q2 		$245K Buy
31,026
+181
+0.6% +$1.46K 0.07% 190
2026
Q1 		$249K Buy
30,845
+2,762
+10% +$23.6K 0.08% 177
2025
Q4 		$236K Buy
28,083
+1,786
+7% +$14K 0.08% 189
2025
Q3 		$199K Sell
26,297
-4,596
-15% -$35.1K 0.07% 193
2025
Q2 		$242K Buy
30,893
+4,554
+17% +$33.5K 0.1% 182
2025
Q1 		$208K Buy
26,339
+4,388
+20% +$37K 0.09% 176
2024
Q4 		$177K Buy
+21,951
New +$184K 0.08% 177
2024
Q3 		– Sell
-22,405
Closed -$210K – 125
2024
Q2 		$210K Buy
22,405
+3,842
+21% +$34.7K 0.11% 163
2024
Q1 		$180K Buy
+18,563
New +$167K 0.09% 172
2023
Q4 		– Sell
-12,407
Closed -$124K – 171
2023
Q3 		$124K Sell
12,407
-62
-0.5% -$685 0.08% 149
2023
Q2 		$143K Sell
12,469
-22
-0.2% -$235 0.09% 159
2023
Q1 		$139K Buy
+12,491
New +$161K 0.09% 153
2021
Q4 		– Sell
-5,655
Closed -$178K – 173
2021
Q3 		$178K Sell
5,655
-193
-3% -$6.27K 0.13% 162
2021
Q2 		$228K Buy
5,848
+2,927
+100% +$111K 0.17% 148
2021
Q1 		$117K Buy
+2,921
New +$110K 0.11% 131

Other funds holding IVR

OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Range Financial Group's IVR Position: Q2 2026 in Review

Range Financial Group increased its Invesco Mortgage Capital (IVR) stake by 0.59% in Q2 2026, buying an estimated $1.46K and bringing the position to 31,026 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #190.

Range Financial Group first reported a position in IVR in Q1 2021 and has held it in 15 quarters since. The position peaked at $249K in Q1 2026. 43 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Range Financial Group held 31,026 shares of Invesco Mortgage Capital worth $245K as of Q2 2026.
  • Range Financial Group bought 181 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.46K.
  • Invesco Mortgage Capital made up 0.07% of Range Financial Group's portfolio in Q2 2026, its #190 holding.
  • Range Financial Group first reported a position in Invesco Mortgage Capital in Q1 2021 and has held it in 15 quarters since.
  • Range Financial Group's Invesco Mortgage Capital position peaked at $249K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.