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Triumph Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Triumph Capital 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
Q1 		$16 Hold
2
– – ﹤0.01% 1825
2025
Q4 		$17 Buy
+2
New +$16 ﹤0.01% 1758

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Triumph Capital Management's IVR Position: Q1 2026 in Review

Triumph Capital Management held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 2 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Triumph Capital Management first reported a position in IVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $17 in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Triumph Capital Management held 2 shares of Invesco Mortgage Capital worth $16 as of Q1 2026.
  • Triumph Capital Management left its Invesco Mortgage Capital share count unchanged in Q1 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1825 holding.
  • Triumph Capital Management first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Invesco Mortgage Capital position peaked at $17 in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.