Dynamic Advisor Solutions LLC
Position in IVR — Invesco Mortgage Capital Inc.
CIK 1599747
PHOENIX, AZ
Position in IVR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$396,303
-$10,145 QoQ
Shares Held
50,165
-0.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#5
of 20 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $852,151 across 2 REIT - Mortgage names. IVR ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
41,821 | $455,848 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
This page
|
50,165 | $396,303 |
All Filings in IVR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,303 | 50,165 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $406,448 | 50,303 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||