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Straight Path Wealth Management → IVR-PC
Straight Path Wealth Management IVR-PC Position History
Invesco Mortgage Capital Inc.
Quarters held
5
Latest value
$537K
Q3 2026
Peak value
$537K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $386K |
| Q4 2025 | $437K |
| Q1 2026 | $428K |
| Q2 2026 | $470K |
| Q3 2026 | $537K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $537K | 88.5K | — | — |
| Q2 2026 | $470K | 59.5K | — | — |
| Q1 2026 | $428K | 53.0K | — | — |
| Q4 2025 | $437K | 52.0K | — | — |
| Q3 2025 | $386K | 51.0K | — | — |
Other funds holding IVR-PC
$28.8M
$27.9M
$26.6M
$26.2M
$25.9M
$24.4M
$22.5M