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Creative Planning IVR-PC Position History
Invesco Mortgage Capital Inc.
Quarters held
4
Latest value
$167K
Q3 2026
Peak value
$167K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $126K |
| Q1 2026 | $134K |
| Q2 2026 | $125K |
| Q3 2026 | $167K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $167K | 27.5K | — | — |
| Q2 2026 | $125K | 15.8K | — | — |
| Q1 2026 | $134K | 16.6K | — | — |
| Q4 2025 | $126K | 15.0K | — | — |
Other funds holding IVR-PC
$28.8M
$27.9M
$26.6M
$26.2M
$25.9M
$24.4M
$22.5M