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 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%	+$6.41K	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

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return