VWA
IVR icon

Visionary Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Visionary Wealth Advisors’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 		$118K Hold
14,900
– – ﹤0.01% 654
2026
Q1 		$120K Hold
14,900
– – 0.01% 626
2025
Q4 		$125K Buy
+14,900
New +$117K 0.01% 598

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Visionary Wealth Advisors's IVR Position: Q2 2026 in Review

Visionary Wealth Advisors held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 14,900 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Visionary Wealth Advisors first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $125K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Visionary Wealth Advisors held 14,900 shares of Invesco Mortgage Capital worth $118K as of Q2 2026.
  • Visionary Wealth Advisors left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #654 holding.
  • Visionary Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's Invesco Mortgage Capital position peaked at $125K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.