Larson Financial Group’s Invesco Mortgage Capital IVR Stock Holding History

Larson 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 Q2	$9.98K	Buy	1,263 +1,236	+4,578%	+$9.97K	﹤0.01%	2406
2026 Q1	$218	Buy	+27	New	+$230	﹤0.01%	3438
2025 Q2	–	Sell	-7	Closed	-$55	–	3394
2025 Q1	$55	Buy	+7	New	+$59	﹤0.01%	2980
2022 Q1	–	Sell	-400	Closed	-$11K	–	1109
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	665
2021 Q3	$13K	Hold	400	–	–	﹤0.01%	538
2021 Q2	$16K	Hold	400	–	–	﹤0.01%	478
2021 Q1	$16K	Hold	400	–	–	﹤0.01%	452
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	438
2020 Q3	$11K	Hold	400	–	–	﹤0.01%	425
2020 Q2	$15K	Buy	400 +36	+10%	+$1.24K	0.01%	322
2020 Q1	$12K	Buy	+364	New	+$53.5K	0.01%	267

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Larson Financial Group's IVR Position: Q2 2026 in Review

Larson Financial Group increased its Invesco Mortgage Capital (IVR) stake by 4,578% in Q2 2026, buying an estimated $9.97K and bringing the position to 1,263 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Larson Financial Group first reported a position in IVR in Q1 2020 and has held it in 11 quarters since. The position peaked at $16K in Q2 2021. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Larson Financial Group held 1,263 shares of Invesco Mortgage Capital worth $9.98K as of Q2 2026.
Larson Financial Group bought 1,236 Invesco Mortgage Capital shares in Q2 2026, an estimated $9.97K.
Invesco Mortgage Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2406 holding.
Larson Financial Group first reported a position in Invesco Mortgage Capital in Q1 2020 and has held it in 11 quarters since.
Larson Financial Group's Invesco Mortgage Capital position peaked at $16K in Q2 2021.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.