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Sound Income Strategies’s Invesco Mortgage Capital IVR Stock Holding History

Sound Income Strategies’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 		– Sell
-350
Closed -$2.8K – 1431
2026
Q1 		$2.8K Hold
350
– – ﹤0.01% 2058
2025
Q4 		$3.29K Buy
+350
New +$2.74K ﹤0.01% 1983
2019
Q3 		– Sell
-163
Closed -$26K – 703
2019
Q2 		$26K Hold
163
– – 0.01% 194
2019
Q1 		$26K Hold
163
– – 0.01% 197
2018
Q4 		$24K Hold
163
– – 0.01% 206
2018
Q3 		$26K Hold
163
– – 0.01% 206
2018
Q2 		$26K Hold
163
– – 0.02% 181
2018
Q1 		$27K Hold
163
– – 0.02% 170
2017
Q4 		$26K Buy
+163
New +$28.8K 0.02% 126

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sound Income Strategies's IVR Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 350 shares — an estimated $2.8K sold.

Sound Income Strategies first reported a position in IVR in Q4 2017 and held it in 9 quarters. The position peaked at $27K in Q1 2018. 82 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 350 Invesco Mortgage Capital shares in Q2 2026, an estimated $2.8K.
  • Sound Income Strategies first reported a position in Invesco Mortgage Capital in Q4 2017 and held it in 9 quarters.
  • Sound Income Strategies's Invesco Mortgage Capital position peaked at $27K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.