MAI Wealth Advisors »

Invesco Mortgage Capital shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 272 8.08
2025-12-31 $17 2 8.50
2025-03-31 $45k 5.8k 7.89
2024-12-31 $46k 5.8k 8.05

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Mortgage Capital

BlackRock
Vanguard Group
Vanguard Capital Management
Mirae Asset Global Etfs Holdings
Two Sigma Investments
Invesco
Geode Capital Management
State Street Corporation
D. E. Shaw & Co
Van Eck Associates Corp.
Charles Schwab Investment Management
UBS Group
Vanguard Portfolio Management
Northern Trust
Renaissance Technologies

View all funds holding Invesco Mortgage Capital