SeaCrest Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

SeaCrest Wealth Management’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	$444K	Buy	73,154 +27,145	+59%	+$199K	0.05%	307
2026 Q2	$363K	Buy	+46,009	New	+$371K	0.04%	368
2019 Q2	–	Sell	-264	Closed	-$42K	–	1179
2019 Q1	$42K	Hold	264	–	–	0.01%	1000
2018 Q4	$38K	Sell	264 -250	-49%	-$37.8K	0.01%	996
2018 Q3	$81K	Buy	514 +250	+95%	+$40.4K	0.01%	821
2018 Q2	$42K	Sell	264 -2	-0.8%	-$325	0.01%	1054
2018 Q1	$44K	Hold	266	–	–	0.01%	1010
2017 Q4	$47K	Buy	+266	New	+$47K	0.01%	987

Other funds holding IVR

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

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SeaCrest Wealth Management's IVR Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Invesco Mortgage Capital (IVR) stake by 59% in Q3 2026, buying an estimated $199K and bringing the position to 73,154 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #307.

SeaCrest Wealth Management first reported a position in IVR in Q4 2017 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

SeaCrest Wealth Management held 73,154 shares of Invesco Mortgage Capital worth $444K as of Q3 2026.
SeaCrest Wealth Management bought 27,145 Invesco Mortgage Capital shares in Q3 2026, an estimated $199K.
Invesco Mortgage Capital made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #307 holding.
SeaCrest Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2017 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.