Spire Wealth Management

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1858740 MCLEAN, VA

Position in IVR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$58,104

-$8,572 QoQ

Shares Held

7,355

-10.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#128

of 181 holders

Holding Since

Jun 2021

12 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. IVR ranks #6 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	11,230	$251,102
2	STWD	Starwood Property Trust, Inc.	10,500	$171,990
3	EFC	Ellington Financial Inc.	8,300	$112,963
4	ARR	Armour Residential REIT, Inc.	4,428	$77,268
5	LADR	Ladder Capital Corp	7,157	$71,212
6	IVR	Invesco Mortgage Capital Inc. This page	7,355	$58,104
7	RITM	Rithm Capital Corp.	6,001	$56,349
8	SUNS	Sunrise Realty Trust, Inc.	5,598	$44,224

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,104	7,355	-10.9%	Shares	Sole	2026-07-15
2026-03-31	$66,676	8,252	-3.3%	Shares	Sole	2026-04-22
2025-12-31	$71,796	8,537	+654.2%	Shares	Sole	2026-01-14
2025-09-30	$8,557	1,132	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$8,867	1,131	+1.9%	Shares	Sole	2025-08-04
2025-03-31	$8,757	1,110	0.0%	Shares	Sole	2025-04-23
2024-12-31	$8,935	1,110	+64.0%	Shares	Sole	2025-01-24
2022-06-30	$9,938	677	-90.0%	Shares	Sole	2022-07-22
2022-03-31	$15,465	6,783	+0.6%	Shares	Sole	2022-04-18
2021-12-31	$18,737	6,740	-12.0%	Shares	Sole	2022-01-14
2021-09-30	$24,116	7,656	+0.4%	Shares	Sole	2021-10-22
2021-06-30	$29,733	7,624	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.