SignatureFD
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
Q3 		$12K Sell
1,984
-1,396
-41% -$10.2K ﹤0.01% 2646
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 +$9.7K ﹤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 		$4.7K 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 +$2.22K ﹤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

ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

SignatureFD's IVR Position: Q3 2026 in Review

SignatureFD reduced its Invesco Mortgage Capital (IVR) stake by 41% in Q3 2026, selling an estimated $10.2K and leaving 1,984 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

SignatureFD first reported a position in IVR in Q3 2019 and has held it in 23 quarters since. The position peaked at $26.7K in Q2 2026. 40 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • SignatureFD held 1,984 shares of Invesco Mortgage Capital worth $12K as of Q3 2026.
  • SignatureFD sold 1,396 Invesco Mortgage Capital shares in Q3 2026, an estimated $10.2K.
  • Invesco Mortgage Capital made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2646 holding.
  • SignatureFD first reported a position in Invesco Mortgage Capital in Q3 2019 and has held it in 23 quarters since.
  • SignatureFD's Invesco Mortgage Capital position peaked at $26.7K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.