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Invesco Mortgage Capital shares owned by UMA Financial Services

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Mortgage Capital by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0k 127 8.09
2025-06-30 $893 114 7.84

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Invesco Mortgage Capital

BlackRock
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.
Renaissance Technologies
Charles Schwab Investment Management
Northern Trust
UBS Group
Vanguard Portfolio Management
Susquehanna International

View all funds holding Invesco Mortgage Capital