IFP Advisors
IVR icon

IFP Advisors’s Invesco Mortgage Capital IVR Stock Holding History

IFP 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 		$441K Buy
72,626
+11,754
+19% +$86K 0.01% 1136
2026
Q2 		$481K Buy
60,872
+57,486
+1,698% +$464K 0.01% 1060
2026
Q1 		$27.4K Buy
3,386
+3,299
+3,792% +$28.1K ﹤0.01% 2598
2025
Q4 		$732 Buy
87
+8
+10% +$63 ﹤0.01% 4171
2025
Q3 		$597 Buy
79
+46
+139% +$351 ﹤0.01% 4122
2025
Q2 		$259 Buy
+33
New +$243 ﹤0.01% 4582
2023
Q1 		– Sell
-237
Closed -$8K – 3921
2022
Q4 		$8K Sell
237
-2,482
-91% -$30.3K ﹤0.01% 3522
2022
Q3 		$54K Hold
2,719
– – ﹤0.01% 2308
2022
Q2 		$54K Hold
2,719
– – ﹤0.01% 2114
2022
Q1 		$54K Buy
+2,719
New +$66.9K ﹤0.01% 2113
2021
Q4 		– Sell
-700
Closed -$22K – 3423
2021
Q3 		$22K Hold
700
– – ﹤0.01% 1945
2021
Q2 		$27K Buy
700
+300
+75% +$11.4K ﹤0.01% 1796
2021
Q1 		$16K Buy
400
+330
+471% +$12.5K ﹤0.01% 1940
2020
Q4 		$2K Buy
+70
New +$2.17K ﹤0.01% 2620
2019
Q4 		– Sell
-20
Closed -$3.21K – 2978
2019
Q3 		$3K Buy
+20
New +$3.18K ﹤0.01% 2546
2019
Q1 		$2K Sell
15
-622
-98% -$98.6K ﹤0.01% 2086
2018
Q4 		$94K Sell
637
-7
-1% -$1.06K 0.01% 1230
2018
Q3 		$102K Buy
644
+5
+0.8% +$808 ﹤0.01% 1463
2018
Q2 		$102K Sell
639
-806
-56% -$131K ﹤0.01% 1472
2018
Q1 		$258K Hold
1,445
– – 0.01% 886
2017
Q4 		$258K Sell
1,445
-129
-8% -$22.8K 0.01% 887
2017
Q3 		$270K Buy
1,574
+79
+5% +$13.3K 0.01% 970
2017
Q2 		$250K Buy
1,495
+41
+3% +$6.63K 0.01% 1000
2017
Q1 		$224K Buy
1,454
+75
+5% +$11.3K 0.01% 1059
2016
Q4 		$201K Buy
1,379
+12
+0.9% +$1.78K 0.01% 1051
2016
Q3 		$208K Sell
1,367
-247
-15% -$37.1K 0.01% 990
2016
Q2 		$221K Buy
1,614
+1,599
+10,660% +$215K 0.01% 921
2016
Q1 		$2K Sell
15
-1,377
-99% -$159K ﹤0.01% 2085
2015
Q4 		$172K Buy
+1,392
New +$177K 0.01% 905

Other funds holding IVR

PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Morling Financial Advisors
Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

IFP Advisors's IVR Position: Q3 2026 in Review

IFP Advisors increased its Invesco Mortgage Capital (IVR) stake by 19% in Q3 2026, buying an estimated $86K and bringing the position to 72,626 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1136.

IFP Advisors first reported a position in IVR in Q4 2015 and has held it in 29 quarters since. The position peaked at $481K in Q2 2026. 35 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • IFP Advisors held 72,626 shares of Invesco Mortgage Capital worth $441K as of Q3 2026.
  • IFP Advisors bought 11,754 Invesco Mortgage Capital shares in Q3 2026, an estimated $86K.
  • Invesco Mortgage Capital made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1136 holding.
  • IFP Advisors first reported a position in Invesco Mortgage Capital in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Invesco Mortgage Capital position peaked at $481K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.