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IVR icon

SignatureFD’s Invesco Mortgage Capital IVR Stock Holding History

SignatureFD’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 		$26.7K Buy
3,380
+2,692
+391% +$21.7K ﹤0.01% 2204
2026
Q1 		$5.56K Sell
688
-555
-45% -$4.74K ﹤0.01% 2742
2025
Q4 		$10.5K Buy
+1,243
New +$9.74K ﹤0.01% 2410
2025
Q2 		– Sell
-291
Closed -$2.3K – 3345
2025
Q1 		$2.3K Buy
291
+26
+10% +$219 ﹤0.01% 2840
2024
Q4 		$2.13K Sell
265
-822
-76% -$6.9K ﹤0.01% 2851
2024
Q3 		$10.2K Buy
1,087
+560
+106% +$5.03K ﹤0.01% 2322
2024
Q2 		$4.94K Sell
527
-81
-13% -$731 ﹤0.01% 2522
2024
Q1 		$5.88K Buy
608
+57
+10% +$511 ﹤0.01% 2495
2023
Q4 		$4.88K Buy
551
+81
+17% +$661 ﹤0.01% 2499
2023
Q3 		$4.71K Sell
470
-33
-7% -$365 ﹤0.01% 2515
2023
Q2 		$5.77K Buy
503
+423
+529% +$4.52K ﹤0.01% 2468
2023
Q1 		$887 Sell
80
-82
-51% -$1.06K ﹤0.01% 3018
2022
Q4 		$2.06K Sell
162
-8
-5% -$98 ﹤0.01% 2810
2022
Q3 		$2K Sell
170
-368
-68% -$5.72K ﹤0.01% 2790
2022
Q2 		$8K Buy
538
+448
+498% +$7.57K ﹤0.01% 2229
2022
Q1 		$2K Buy
+90
New +$2.21K ﹤0.01% 2813
2021
Q4 		– Sell
-20
Closed -$1K – 3183
2021
Q3 		$1K Buy
20
+7
+54% +$227 ﹤0.01% 2844
2021
Q2 		$1K Buy
+13
New +$493 ﹤0.01% 2745
2020
Q3 		– Sell
-67
Closed -$3K – 2674
2020
Q2 		$3K Buy
67
+55
+458% +$1.89K ﹤0.01% 1983
2020
Q1 		$0 Buy
12
+4
+50% +$587 ﹤0.01% 2377
2019
Q4 		$1K Sell
8
-2
-20% -$321 ﹤0.01% 2047
2019
Q3 		$2K Buy
+10
New +$1.59K ﹤0.01% 1818

Other funds holding IVR

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SignatureFD's IVR Position: Q2 2026 in Review

SignatureFD increased its Invesco Mortgage Capital (IVR) stake by 391% in Q2 2026, buying an estimated $21.7K and bringing the position to 3,380 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

SignatureFD first reported a position in IVR in Q3 2019 and has held it in 22 quarters since. 28 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • SignatureFD held 3,380 shares of Invesco Mortgage Capital worth $26.7K as of Q2 2026.
  • SignatureFD bought 2,692 Invesco Mortgage Capital shares in Q2 2026, an estimated $21.7K.
  • Invesco Mortgage Capital made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2204 holding.
  • SignatureFD first reported a position in Invesco Mortgage Capital in Q3 2019 and has held it in 22 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.