Morling Financial Advisors, LLC
Position in IVR — Invesco Mortgage Capital Inc.
CIK 1905198
FREMONT, CA
Position in IVR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$163,959
New position
Shares Held
20,292
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Morling Financial Advisors, LLC holds $1,234,918 across 2 REIT - Mortgage names. IVR ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
|
83,931 | $1,070,959 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
This page
|
20,292 | $163,959 |
All Filings in IVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,959 | 20,292 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||