180 Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

180 Wealth Advisors’s Portfolio IVR Stock Details IVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$185K	Buy	30,446 +5,849	+24%	+$42.8K	0.02%	474
2026 Q2	$194K	Buy	24,597 +1,690	+7%	+$13.6K	0.02%	466
2026 Q1	$185K	Buy	22,907 +2,332	+11%	+$19.9K	0.02%	450
2025 Q4	$173K	Buy	20,575 +1,486	+8%	+$11.6K	0.02%	453
2025 Q3	$144K	Buy	19,089 +3,071	+19%	+$23.4K	0.02%	437
2025 Q2	$126K	Buy	16,018 +952	+6%	+$7.01K	0.02%	408
2025 Q1	$119K	Buy	15,066 +1,040	+7%	+$8.77K	0.02%	393
2024 Q4	$113K	Buy	14,026 +2,542	+22%	+$21.3K	0.02%	411
2024 Q3	$108K	Buy	11,484 +713	+7%	+$6.4K	0.02%	431
2024 Q2	$102K	Buy	+10,771	New	+$97.2K	0.02%	420
2022 Q2	–	Sell	-2,255	Closed	-$41K	–	384
2022 Q1	$41K	Buy	2,255 +1,211	+116%	+$29.8K	0.01%	375
2021 Q4	$26K	Buy	+1,044	New	+$32.3K	0.01%	376

Other funds holding IVR

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

180 Wealth Advisors's IVR Position: Q3 2026 in Review

180 Wealth Advisors increased its Invesco Mortgage Capital (IVR) stake by 24% in Q3 2026, buying an estimated $42.8K and bringing the position to 30,446 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #474.

180 Wealth Advisors first reported a position in IVR in Q4 2021 and has held it in 12 quarters since. The position peaked at $194K in Q2 2026. 40 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

180 Wealth Advisors held 30,446 shares of Invesco Mortgage Capital worth $185K as of Q3 2026.
180 Wealth Advisors bought 5,849 Invesco Mortgage Capital shares in Q3 2026, an estimated $42.8K.
Invesco Mortgage Capital made up 0.02% of 180 Wealth Advisors's portfolio in Q3 2026, its #474 holding.
180 Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2021 and has held it in 12 quarters since.
180 Wealth Advisors's Invesco Mortgage Capital position peaked at $194K in Q2 2026.
40 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on 180 Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.