True Wealth Design’s Invesco Mortgage Capital IVR Stock Holding History

True Wealth Design’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	–	Sell	-436	Closed	-$3.44K	–	2681
2026 Q2	$3.44K	Sell	436 -18	-4%	-$145	﹤0.01%	1482
2026 Q1	$3.67K	Hold	454	–	–	﹤0.01%	1323
2025 Q4	$3.82K	Sell	454 -158	-26%	-$1.24K	﹤0.01%	1202
2025 Q3	$4.63K	Buy	+612	New	+$4.67K	﹤0.01%	1107
2025 Q2	–	Sell	-7	Closed	-$56	–	2700
2025 Q1	$56	Buy	+7	New	+$59	﹤0.01%	2354

Other funds holding IVR

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's IVR Position: Q3 2026 in Review

True Wealth Design sold out of Invesco Mortgage Capital (IVR) in Q3 2026, closing a stake of 436 shares — an estimated $3.44K sold.

True Wealth Design first reported a position in IVR in Q1 2025 and held it in 5 quarters. The position peaked at $4.63K in Q3 2025. 14 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

True Wealth Design reported no remaining Invesco Mortgage Capital position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 436 Invesco Mortgage Capital shares in Q3 2026, an estimated $3.44K.
True Wealth Design first reported a position in Invesco Mortgage Capital in Q1 2025 and held it in 5 quarters.
True Wealth Design's Invesco Mortgage Capital position peaked at $4.63K in Q3 2025.
14 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.