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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-11,500
Closed -$8.49K – 207
2026
Q1
$8.49K Buy
+11,500
New +$98.1K ﹤0.01% 190

Other funds holding IVR

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.