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

Spire 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	$58.1K	Sell	7,355 -897	-11%	-$7.23K	﹤0.01%	1139
2026 Q1	$66.7K	Sell	8,252 -285	-3%	-$2.43K	﹤0.01%	1091
2025 Q4	$71.8K	Buy	8,537 +7,405	+654%	+$58K	﹤0.01%	1078
2025 Q3	$8.56K	Buy	1,132 +1	+0.1%	+$8	﹤0.01%	1808
2025 Q2	$8.87K	Buy	1,131 +21	+2%	+$155	﹤0.01%	1761
2025 Q1	$8.76K	Hold	1,110	–	–	﹤0.01%	1871
2024 Q4	$8.94K	Buy	+1,110	New	+$9.31K	﹤0.01%	1867
2022 Q3	–	Sell	-677	Closed	-$10K	–	2393
2022 Q2	$10K	Sell	677 -1	-0.1%	-$17	﹤0.01%	1917
2022 Q1	$15K	Buy	678 +4	+0.6%	+$98	﹤0.01%	1900
2021 Q4	$19K	Sell	674 -92	-12%	-$2.85K	﹤0.01%	2135
2021 Q3	$24K	Buy	766 +4	+0.5%	+$130	﹤0.01%	1780
2021 Q2	$30K	Buy	+762	New	+$28.9K	﹤0.01%	1704

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

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

Spire Wealth Management reduced its Invesco Mortgage Capital (IVR) stake by 11% in Q2 2026, selling an estimated $7.23K and leaving 7,355 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Spire Wealth Management first reported a position in IVR in Q2 2021 and has held it in 12 quarters since. The position peaked at $71.8K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Spire Wealth Management held 7,355 shares of Invesco Mortgage Capital worth $58.1K as of Q2 2026.
Spire Wealth Management sold 897 Invesco Mortgage Capital shares in Q2 2026, an estimated $7.23K.
Invesco Mortgage Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1139 holding.
Spire Wealth Management first reported a position in Invesco Mortgage Capital in Q2 2021 and has held it in 12 quarters since.
Spire Wealth Management's Invesco Mortgage Capital position peaked at $71.8K in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.