Back to IVR-PC
Morling Financial Advisors, LLC → IVR-PC
Morling Financial Advisors, LLC IVR-PC Position History
Invesco Mortgage Capital Inc.
Quarters held
3
Latest value
$135K
Q3 2026
Peak value
$167K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $164K |
| Q2 2026 | $167K |
| Q3 2026 | $135K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135K | 22.2K | — | — |
| Q2 2026 | $167K | 21.2K | — | — |
| Q1 2026 | $164K | 20.3K | — | — |
Other funds holding IVR-PC
$28.8M
$27.9M
$26.6M
$26.2M
$25.9M
$24.4M
$22.5M