Wipfli Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Wipfli Financial 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
2022 Q3	$1K	Buy	+57	New	+$887	﹤0.01%	2434

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's IVR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco Mortgage Capital (IVR) in Q3 2022: 57 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2434 among its holdings.

127 funds tracked by Wall St. Rank hold IVR as of Q3 2022.

Wipfli Financial Advisors held 57 shares of Invesco Mortgage Capital worth $1K as of Q3 2022.
Invesco Mortgage Capital was a new Wipfli Financial Advisors position in Q3 2022.
Invesco Mortgage Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2434 holding.
127 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.