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 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

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

SeaCrest Wealth Management's IVR Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 46,009 shares worth $363K. The stake represents 0.04% of the portfolio and ranks #368 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in IVR as recently as Q1 2019.

SeaCrest Wealth Management first reported a position in IVR in Q4 2017 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

SeaCrest Wealth Management held 46,009 shares of Invesco Mortgage Capital worth $363K as of Q2 2026.
Invesco Mortgage Capital was a new SeaCrest Wealth Management position in Q2 2026.
Invesco Mortgage Capital made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #368 holding.
SeaCrest Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2017 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.