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 Q3	$7.87K	Buy	1,297 +34	+3%	+$249	﹤0.01%	2627
2026 Q2	$10K	Buy	1,263 +1,236	+4,578%	+$10K	﹤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	+$53.4K	0.01%	267

Other funds holding IVR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

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

Larson Financial Group increased its Invesco Mortgage Capital (IVR) stake by 2.7% in Q3 2026, buying an estimated $249 and bringing the position to 1,297 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Larson Financial Group first reported a position in IVR in Q1 2020 and has held it in 12 quarters since. The position peaked at $16K in Q2 2021. 87 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

Larson Financial Group held 1,297 shares of Invesco Mortgage Capital worth $7.87K as of Q3 2026.
Larson Financial Group bought 34 Invesco Mortgage Capital shares in Q3 2026, an estimated $249.
Invesco Mortgage Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2627 holding.
Larson Financial Group first reported a position in Invesco Mortgage Capital in Q1 2020 and has held it in 12 quarters since.
Larson Financial Group's Invesco Mortgage Capital position peaked at $16K in Q2 2021.
87 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.