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Invesco Mortgage Capital shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Mortgage Capital by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 10k 7.56
2025-06-30 $79k 10k 7.84

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View all positions for Integrated Wealth Concepts

Top funds holding Invesco Mortgage Capital

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

View all funds holding Invesco Mortgage Capital