Wealth Enhancement Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Wealth Enhancement Advisory Services’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	$244K	Buy	30,739 +17,881	+139%	+$144K	﹤0.01%	3404
2026 Q1	$104K	Buy	12,858 +1,442	+13%	+$12.3K	﹤0.01%	3311
2025 Q4	$97.2K	Buy	+11,416	New	+$89.5K	﹤0.01%	3435
2024 Q3	–	Sell	-10,199	Closed	-$95.6K	–	2866
2024 Q2	$95.6K	Buy	+10,199	New	+$92K	﹤0.01%	2412
2024 Q1	–	Sell	-10,224	Closed	-$90.6K	–	2530
2023 Q4	$90.6K	Buy	+10,224	New	+$83.4K	﹤0.01%	2180

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

Wealth Enhancement Advisory Services's IVR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Mortgage Capital (IVR) stake by 139% in Q2 2026, buying an estimated $144K and bringing the position to 30,739 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

Wealth Enhancement Advisory Services first reported a position in IVR in Q4 2023 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Wealth Enhancement Advisory Services held 30,739 shares of Invesco Mortgage Capital worth $244K as of Q2 2026.
Wealth Enhancement Advisory Services bought 17,881 Invesco Mortgage Capital shares in Q2 2026, an estimated $144K.
Invesco Mortgage Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3404 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Mortgage Capital in Q4 2023 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.