IFG
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Independent Financial Group’s Invesco Mortgage Capital IVR Stock Holding History

Independent Financial Group’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 		$101K Buy
+16,630
New +$122K ﹤0.01% 1547

Other funds holding IVR

FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
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

Independent Financial Group's IVR Position: Q3 2026 in Review

Independent Financial Group opened a new position in Invesco Mortgage Capital (IVR) in Q3 2026: 16,630 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings.

9 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Independent Financial Group held 16,630 shares of Invesco Mortgage Capital worth $101K as of Q3 2026.
  • Invesco Mortgage Capital was a new Independent Financial Group position in Q3 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1547 holding.
  • 9 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.