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Firethorn Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History

Firethorn Wealth Partners’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
2025
Q4 		– Sell
-10,300
Closed -$8.22K – 193
2025
Q3 		$8.22K Buy
+10,300
New +$78.6K ﹤0.01% 186
2022
Q1 		– Sell
-170
Closed -$5K – 144
2021
Q4 		$5K Buy
+170
New +$5.27K ﹤0.01% 146

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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Firethorn Wealth Partners's IVR Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its Invesco Mortgage Capital (IVR) stake by 31% in Q3 2026, selling an estimated $494K and leaving 149,015 shares worth $905K. The position accounts for 0.29% of the portfolio, ranked #73.

Firethorn Wealth Partners first reported a position in IVR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q2 2026. 9 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Firethorn Wealth Partners held 149,015 shares of Invesco Mortgage Capital worth $905K as of Q3 2026.
  • Firethorn Wealth Partners sold 67,585 Invesco Mortgage Capital shares in Q3 2026, an estimated $494K.
  • Invesco Mortgage Capital made up 0.29% of Firethorn Wealth Partners's portfolio in Q3 2026, its #73 holding.
  • Firethorn Wealth Partners first reported a position in Invesco Mortgage Capital in Q4 2020 and has held it in 23 quarters since.
  • Firethorn Wealth Partners's Invesco Mortgage Capital position peaked at $1.71M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.