Cerity Partners’s Invesco Mortgage Capital IVR Stock Holding History

Cerity Partners’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	$236K	Buy	29,903 +18,952	+173%	+$153K	﹤0.01%	2955
2026 Q1	$88.5K	Sell	10,951 -760	-6%	-$6.49K	﹤0.01%	3035
2025 Q4	$98.5K	Buy	+11,711	New	+$91.8K	﹤0.01%	2749
2023 Q2	–	Sell	-399	Closed	-$361K	–	1807
2023 Q1	$361K	Buy	+399	New	+$5.14K	﹤0.01%	1451
2022 Q2	–	Sell	-1,464	Closed	-$33K	–	1214
2022 Q1	$33K	Buy	+1,464	New	+$36K	﹤0.01%	924
2020 Q2	–	Sell	-4,600	Closed	-$157K	–	469
2020 Q1	$157K	Hold	4,600	–	–	0.01%	415
2019 Q4	$766K	Buy	+4,600	New	+$738K	0.04%	276

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cerity Partners's IVR Position: Q2 2026 in Review

Cerity Partners increased its Invesco Mortgage Capital (IVR) stake by 173% in Q2 2026, buying an estimated $153K and bringing the position to 29,903 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Cerity Partners first reported a position in IVR in Q4 2019 and has held it in 7 quarters since. The position peaked at $766K in Q4 2019. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Cerity Partners held 29,903 shares of Invesco Mortgage Capital worth $236K as of Q2 2026.
Cerity Partners bought 18,952 Invesco Mortgage Capital shares in Q2 2026, an estimated $153K.
Invesco Mortgage Capital made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2955 holding.
Cerity Partners first reported a position in Invesco Mortgage Capital in Q4 2019 and has held it in 7 quarters since.
Cerity Partners's Invesco Mortgage Capital position peaked at $766K in Q4 2019.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.