180 WEALTH ADVISORS, LLC

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1730817 FEDERAL WAY, WA

Position in IVR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$194,316

+$9,228 QoQ

Shares Held

24,597

+7.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 20 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Real Estate · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $491,497 across 4 REIT - Mortgage names. IVR ranks #2 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	22,101	$240,900
2	IVR	Invesco Mortgage Capital Inc. This page	24,597	$194,316
3	ACRE	Ares Commercial Real Estate Corp	10,258	$46,161
4	LFT	Lument Finance Trust, Inc.	11,000	$10,120

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,316	24,597	+7.4%	Shares	Sole	2026-07-07
2026-03-31	$185,088	22,907	+11.3%	Shares	Sole	2026-05-01
2025-12-31	$173,035	20,575	+7.8%	Shares	Sole	2026-01-09
2025-09-30	$144,312	19,089	+19.2%	Shares	Sole	2025-10-16
2025-06-30	$125,581	16,018	+6.3%	Shares	Sole	2025-07-31
2025-03-31	$118,870	15,066	+7.4%	Shares	Sole	2025-04-09
2024-12-31	$112,909	14,026	+22.1%	Shares	Sole	2025-01-14
2024-09-30	$107,834	11,484	+6.6%	Shares	Sole	2024-11-01
2024-06-30	$100,924	10,771	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.