EWA
IVR icon

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

EverSource 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 		$5K Buy
633
+412
+186% +$3.32K ﹤0.01% 3277
2026
Q1 		$1.78K Buy
221
+54
+32% +$461 ﹤0.01% 3682
2025
Q4 		$1.4K Sell
167
-110
-40% -$862 ﹤0.01% 3614
2025
Q3 		$2.09K Buy
+277
New +$2.11K ﹤0.01% 3497
2025
Q2 		– Sell
-357
Closed -$2.82K – 4308
2025
Q1 		$2.82K Buy
357
+115
+48% +$969 ﹤0.01% 2766
2024
Q4 		$1.95K Buy
242
+187
+340% +$1.57K ﹤0.01% 2718
2024
Q3 		$516 Hold
55
– – ﹤0.01% 2873
2024
Q2 		$499 Buy
+55
New +$496 ﹤0.01% 2895
2024
Q1 		– Sell
-306
Closed -$2.71K – 2947
2023
Q4 		$2.71K Buy
306
+109
+55% +$889 ﹤0.01% 2087
2023
Q3 		$1.97K Sell
197
-115
-37% -$1.27K ﹤0.01% 2007
2023
Q2 		$3.58K Buy
+312
New +$3.34K ﹤0.01% 1854
2023
Q1 		– Sell
-489
Closed -$6.22K – 2456
2022
Q4 		$6.22K Sell
489
-11
-2% -$134 ﹤0.01% 1518
2022
Q3 		$6K Buy
+500
New +$7.78K ﹤0.01% 1293
2022
Q2 		– Sell
-241
Closed -$5K – 1796
2022
Q1 		$5K Sell
241
-437
-64% -$10.8K ﹤0.01% 1254
2021
Q4 		$19K Buy
+678
New +$21K 0.01% 712

Other funds holding IVR

OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

EverSource Wealth Advisors's IVR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco Mortgage Capital (IVR) stake by 186% in Q2 2026, buying an estimated $3.32K and bringing the position to 633 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

EverSource Wealth Advisors first reported a position in IVR in Q4 2021 and has held it in 15 quarters since. The position peaked at $19K in Q4 2021. 47 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • EverSource Wealth Advisors held 633 shares of Invesco Mortgage Capital worth $5K as of Q2 2026.
  • EverSource Wealth Advisors bought 412 Invesco Mortgage Capital shares in Q2 2026, an estimated $3.32K.
  • Invesco Mortgage Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3277 holding.
  • EverSource Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Invesco Mortgage Capital position peaked at $19K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.