LGT Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History

LGT Financial 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 Q2	$8.76K	Hold	1,109	–	–	0.05%	142
2026 Q1	$8.96K	Hold	1,109	–	–	0.05%	146
2025 Q4	$9.33K	Hold	1,109	–	–	0.06%	146
2025 Q3	$8.38K	Buy	+1,109	New	+$8.46K	0.02%	248
2025 Q1	–	Sell	-300	Closed	-$2.42K	–	520
2024 Q4	$2.42K	Hold	300	–	–	0.01%	669
2024 Q3	$2.82K	Hold	300	–	–	0.01%	637
2024 Q2	$2.81K	Hold	300	–	–	0.01%	690
2024 Q1	$2.9K	Hold	300	–	–	﹤0.01%	706
2023 Q4	$2.66K	Sell	300 -35	-10%	-$286	﹤0.01%	762
2023 Q3	$3.35K	Buy	+335	New	+$3.7K	﹤0.01%	703

Other funds holding IVR

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

LGT Financial Advisors's IVR Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 1,109 shares worth $8.76K. The position accounts for 0.05% of the portfolio, ranked #142.

LGT Financial Advisors first reported a position in IVR in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.33K in Q4 2025. 43 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

LGT Financial Advisors held 1,109 shares of Invesco Mortgage Capital worth $8.76K as of Q2 2026.
LGT Financial Advisors left its Invesco Mortgage Capital share count unchanged in Q2 2026.
Invesco Mortgage Capital made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #142 holding.
LGT Financial Advisors first reported a position in Invesco Mortgage Capital in Q3 2023 and has held it in 10 quarters since.
LGT Financial Advisors's Invesco Mortgage Capital position peaked at $9.33K in Q4 2025.
43 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.