Wealth Enhancement Advisory Services
IVR icon

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

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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 20 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.
  • 20 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.