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 Q3	$196K	Buy	34,454 +3,715	+12%	+$27.2K	﹤0.01%	3752
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Mortgage Capital (IVR) stake by 12% in Q3 2026, buying an estimated $27.2K and bringing the position to 34,454 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Wealth Enhancement Advisory Services first reported a position in IVR in Q4 2023 and has held it in 6 quarters since. The position peaked at $244K in Q2 2026. 96 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

Wealth Enhancement Advisory Services held 34,454 shares of Invesco Mortgage Capital worth $196K as of Q3 2026.
Wealth Enhancement Advisory Services bought 3,715 Invesco Mortgage Capital shares in Q3 2026, an estimated $27.2K.
Invesco Mortgage Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3752 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Mortgage Capital in Q4 2023 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Invesco Mortgage Capital position peaked at $244K in Q2 2026.
96 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.