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SHP Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

SHP 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
Q2 		$1.58K Buy
+200
New +$1.61K ﹤0.01% 1464

Other funds holding IVR

BlackRock
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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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 $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SHP Wealth Management's IVR Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 200 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings.

181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • SHP Wealth Management held 200 shares of Invesco Mortgage Capital worth $1.58K as of Q2 2026.
  • Invesco Mortgage Capital was a new SHP Wealth Management position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1464 holding.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.