Spire Wealth Management
IVR icon

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
Q3 		$4.09K Sell
674
-6,681
-91% -$48.9K ﹤0.01% 1850
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 +$9.32K ﹤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

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

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

Spire Wealth Management reduced its Invesco Mortgage Capital (IVR) stake by 91% in Q3 2026, selling an estimated $48.9K and leaving 674 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Spire Wealth Management first reported a position in IVR in Q2 2021 and has held it in 13 quarters since. The position peaked at $71.8K in Q4 2025. 87 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Spire Wealth Management held 674 shares of Invesco Mortgage Capital worth $4.09K as of Q3 2026.
  • Spire Wealth Management sold 6,681 Invesco Mortgage Capital shares in Q3 2026, an estimated $48.9K.
  • Invesco Mortgage Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1850 holding.
  • Spire Wealth Management first reported a position in Invesco Mortgage Capital in Q2 2021 and has held it in 13 quarters since.
  • Spire Wealth Management's Invesco Mortgage Capital position peaked at $71.8K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.