RWM
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RMG Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

RMG Wealth Management’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 		– Sell
-236
Closed -$6.95K – 626
2025
Q4 		$6.95K Buy
+236
New +$1.85K ﹤0.01% 285

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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

RMG Wealth Management's IVR Position: Q1 2026 in Review

RMG Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 236 shares — an estimated $6.95K sold.

RMG Wealth Management first reported a position in IVR in Q4 2025 and held it in 1 quarter. The position peaked at $6.95K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • RMG Wealth Management reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 236 Invesco Mortgage Capital shares in Q1 2026, an estimated $6.95K.
  • RMG Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's Invesco Mortgage Capital position peaked at $6.95K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.