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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
Q2 		– Sell
-2
Closed -$16 – 1891
2026
Q1 		$16 Hold
2
– – ﹤0.01% 1825
2025
Q4 		$17 Buy
+2
New +$16 ﹤0.01% 1758

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Geode Capital Management
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State Street
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Two Sigma Investments
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OWP
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Northern Trust
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VanEck Associates
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Triumph Capital Management's IVR Position: Q2 2026 in Review

Triumph Capital Management sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 2 shares — an estimated $16 sold.

Triumph Capital Management first reported a position in IVR in Q4 2025 and held it in 2 quarters. The position peaked at $17 in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Triumph Capital Management reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 2 Invesco Mortgage Capital shares in Q2 2026, an estimated $16.
  • Triumph Capital Management first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's Invesco Mortgage Capital position peaked at $17 in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.