SageView Advisory Group »

Invesco Mortgage Capital shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4k 1.0k 8.41

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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