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Stephens Consulting’s Invesco Mortgage Capital IVR Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-45
Closed -$356 – 1583
2025
Q1 		$356 Buy
+45
New +$379 ﹤0.01% 1298

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Stephens Consulting's IVR Position: Q2 2025 in Review

Stephens Consulting sold out of Invesco Mortgage Capital (IVR) in Q2 2025, closing a stake of 45 shares — an estimated $356 sold.

Stephens Consulting first reported a position in IVR in Q1 2025 and held it in 1 quarter. The position peaked at $356 in Q1 2025. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • Stephens Consulting reported no remaining Invesco Mortgage Capital position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 45 Invesco Mortgage Capital shares in Q2 2025, an estimated $356.
  • Stephens Consulting first reported a position in Invesco Mortgage Capital in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Invesco Mortgage Capital position peaked at $356 in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.