KAS
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Kestra Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Kestra Advisory Services’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 		– Sell
-18,894
Closed -$155K – 3312
2026
Q1 		$155K Buy
18,894
+15,017
+387% +$128K ﹤0.01% 2983
2025
Q4 		$32.6K Buy
+3,877
New +$30.4K ﹤0.01% 4241
2025
Q3 		– Sell
-24,369
Closed -$191K – 2966
2025
Q2 		$191K Buy
24,369
+3,330
+16% +$24.5K ﹤0.01% 2662
2025
Q1 		$166K Sell
21,039
-3,568
-14% -$30.1K ﹤0.01% 2515
2024
Q4 		$198K Buy
+24,607
New +$207K ﹤0.01% 2490
2024
Q3 		– Sell
-23,962
Closed -$225K – 2651
2024
Q2 		$225K Buy
+23,962
New +$216K ﹤0.01% 2323

Other funds holding IVR

OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return
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
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 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
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Kestra Advisory Services's IVR Position: Q2 2026 in Review

Kestra Advisory Services sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 18,894 shares — an estimated $155K sold.

Kestra Advisory Services first reported a position in IVR in Q2 2024 and held it in 6 quarters. The position peaked at $225K in Q2 2024. 34 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Kestra Advisory Services reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 18,894 Invesco Mortgage Capital shares in Q2 2026, an estimated $155K.
  • Kestra Advisory Services first reported a position in Invesco Mortgage Capital in Q2 2024 and held it in 6 quarters.
  • Kestra Advisory Services's Invesco Mortgage Capital position peaked at $225K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.