WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IVR — Invesco Mortgage Capital Inc.
CIK 1632972
PLYMOUTH, MN
Position in IVR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$242,838
+$138,946 QoQ
Shares Held
30,739
+139.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 20 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,620,152 across 22 REIT - Mortgage names. IVR ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
670,590 | $14,994,392 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,267,259 | $13,813,123 | |
| 3 | RITM |
Rithm Capital Corp.
|
200,176 | $1,879,652 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
108,870 | $1,783,290 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
132,917 | $1,419,553 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
34,209 | $596,947 | |
| 7 | MFA |
Mfa Financial, Inc.
|
46,188 | $447,561 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
25,638 | $434,564 |
All Filings in IVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,838 | 30,739 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $103,892 | 12,858 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $96,008 | 11,416 | Shares | Sole | 2026-01-08 | |
| 2024-06-30 | $95,564 | 10,199 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $90,584 | 10,224 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||