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Invesco Mortgage Capital shares owned by Creative Planning

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Mortgage Capital by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $126k 15k 8.41

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Top funds holding Invesco Mortgage Capital

BlackRock
Vanguard Group
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Millennium Management
State Street Corporation
UBS Group
Two Sigma Investments
Two Sigma Advisers
Van Eck Associates Corp.
Wolverine Asset Management
Balyasny Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Invesco Mortgage Capital