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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cerity Partners's IVR Position: Q1 2026 in Review

Cerity Partners reduced its Invesco Mortgage Capital (IVR) stake by 6.5% in Q1 2026, selling an estimated $6.49K and leaving 10,951 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Cerity Partners first reported a position in IVR in Q4 2019 and has held it in 6 quarters since. The position peaked at $766K in Q4 2019. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Cerity Partners held 10,951 shares of Invesco Mortgage Capital worth $88.5K as of Q1 2026.
Cerity Partners sold 760 Invesco Mortgage Capital shares in Q1 2026, an estimated $6.49K.
Invesco Mortgage Capital made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3035 holding.
Cerity Partners first reported a position in Invesco Mortgage Capital in Q4 2019 and has held it in 6 quarters since.
Cerity Partners's Invesco Mortgage Capital position peaked at $766K in Q4 2019.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.