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ORG Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History

ORG Wealth Partners’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 		$10.2M Buy
+1,295,330
New +$10.4M 1.53% 8

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SPWM
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SWM
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PI
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RFG
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Wealth Enhancement Advisory Services
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ORG Wealth Partners's IVR Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 1,295,330 shares worth $10.2M. The stake represents 1.53% of the portfolio and ranks #8 among its holdings.

33 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • ORG Wealth Partners held 1,295,330 shares of Invesco Mortgage Capital worth $10.2M as of Q2 2026.
  • Invesco Mortgage Capital was a new ORG Wealth Partners position in Q2 2026.
  • Invesco Mortgage Capital made up 1.53% of ORG Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • 33 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.