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SageView Advisory Group’s Invesco Mortgage Capital IVR Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,000
Closed -$8.41K – 1501
2025
Q4 		$8.41K Buy
+1,000
New +$7.84K ﹤0.01% 1777

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SageView Advisory Group's IVR Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 1,000 shares — an estimated $8.41K sold.

SageView Advisory Group first reported a position in IVR in Q4 2025 and held it in 1 quarter. The position peaked at $8.41K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,000 Invesco Mortgage Capital shares in Q1 2026, an estimated $8.41K.
  • SageView Advisory Group first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Mortgage Capital position peaked at $8.41K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.