FFA
IVR icon

Farther Finance Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Farther Finance 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 		$11.7K Buy
1,920
+794
+71% +$5.81K ﹤0.01% 4526
2026
Q2 		$8.89K Buy
1,126
+217
+24% +$1.75K ﹤0.01% 4502
2026
Q1 		$7.26K Buy
909
+21
+2% +$179 ﹤0.01% 4306
2025
Q4 		$7.47K Hold
888
– – ﹤0.01% 4098
2025
Q3 		$6.71K Buy
888
+20
+2% +$153 ﹤0.01% 3630
2025
Q2 		$6.8K Sell
868
-50
-5% -$368 ﹤0.01% 3245
2025
Q1 		$7.38K Buy
918
+764
+496% +$6.44K ﹤0.01% 2879
2024
Q4 		$1.24K Buy
154
+75
+95% +$629 ﹤0.01% 3176
2024
Q3 		$742 Hold
79
– – ﹤0.01% 3322
2024
Q2 		$733 Buy
79
+28
+55% +$253 ﹤0.01% 3171
2024
Q1 		$491 Buy
+51
New +$458 ﹤0.01% 3027

Other funds holding IVR

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's IVR Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco Mortgage Capital (IVR) stake by 71% in Q3 2026, buying an estimated $5.81K and bringing the position to 1,920 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

Farther Finance Advisors first reported a position in IVR in Q1 2024 and has held it in 11 quarters since. 3 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Farther Finance Advisors held 1,920 shares of Invesco Mortgage Capital worth $11.7K as of Q3 2026.
  • Farther Finance Advisors bought 794 Invesco Mortgage Capital shares in Q3 2026, an estimated $5.81K.
  • Invesco Mortgage Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4526 holding.
  • Farther Finance Advisors first reported a position in Invesco Mortgage Capital in Q1 2024 and has held it in 11 quarters since.
  • 3 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.