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
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

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's IVR Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco Mortgage Capital (IVR) stake by 24% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,126 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4502.

Farther Finance Advisors first reported a position in IVR in Q1 2024 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Farther Finance Advisors held 1,126 shares of Invesco Mortgage Capital worth $8.89K as of Q2 2026.
  • Farther Finance Advisors bought 217 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.75K.
  • Invesco Mortgage Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4502 holding.
  • Farther Finance Advisors first reported a position in Invesco Mortgage Capital in Q1 2024 and has held it in 10 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.