Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

IVR holding history

Invesco Mortgage Capital Inc. in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVR overview All 13F holders of IVR Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of IVR by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−549−100.0%	Sold out	Holders
Q4 2021	549	$2.00K	<0.1%	+16+3.0%	Added	Holders
Q3 2021	533	$2.00K	<0.1%	+208+64.0%	Added	Holders
Q2 2021	325	$1.00K	<0.1%	+325	New	Holders