Lodestone Wealth Management »

Invesco Mortgage Capital shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Mortgage Capital by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $252 30 8.40

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Invesco Mortgage Capital

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

View all funds holding Invesco Mortgage Capital