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Root Financial Partners’s Invesco Mortgage Capital IVR Stock Holding History

Root Financial Partners’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 		$4.62K Buy
572
+569
+18,967% +$4.86K ﹤0.01% 1983
2025
Q4 		$25 Buy
+3
New +$24 ﹤0.01% 2411

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Invesco
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Geode Capital Management
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State Street
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D.E. Shaw & Co
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Root Financial Partners's IVR Position: Q1 2026 in Review

Root Financial Partners increased its Invesco Mortgage Capital (IVR) stake by 18,967% in Q1 2026, buying an estimated $4.86K and bringing the position to 572 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Root Financial Partners first reported a position in IVR in Q4 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Root Financial Partners held 572 shares of Invesco Mortgage Capital worth $4.62K as of Q1 2026.
  • Root Financial Partners bought 569 Invesco Mortgage Capital shares in Q1 2026, an estimated $4.86K.
  • Invesco Mortgage Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1983 holding.
  • Root Financial Partners first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.