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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Visionary Wealth Advisors's IVR Position: Q1 2026 in Review

Visionary Wealth Advisors held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 14,900 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #626.

Visionary Wealth Advisors first reported a position in IVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $125K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Visionary Wealth Advisors held 14,900 shares of Invesco Mortgage Capital worth $120K as of Q1 2026.
  • Visionary Wealth Advisors left its Invesco Mortgage Capital share count unchanged in Q1 2026.
  • Invesco Mortgage Capital made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #626 holding.
  • Visionary Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 2 quarters since.
  • Visionary Wealth Advisors's Invesco Mortgage Capital position peaked at $125K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.