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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
2025
Q4 		$8.41K Buy
+1,000
New +$7.84K ﹤0.01% 1777

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SageView Advisory Group's IVR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Mortgage Capital (IVR) in Q4 2025: 1,000 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #1777 among its holdings.

171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • SageView Advisory Group held 1,000 shares of Invesco Mortgage Capital worth $8.41K as of Q4 2025.
  • Invesco Mortgage Capital was a new SageView Advisory Group position in Q4 2025.
  • Invesco Mortgage Capital made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1777 holding.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.