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Cornerstone Financial Management’s Invesco Mortgage Capital IVR Stock Holding History

Cornerstone Financial Management’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 		$553 Hold
70
– – ﹤0.01% 1326
2026
Q1 		$566 Hold
70
– – ﹤0.01% 1125
2025
Q4 		$589 Buy
+70
New +$549 ﹤0.01% 1102

Other funds holding IVR

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cornerstone Financial Management's IVR Position: Q2 2026 in Review

Cornerstone Financial Management held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 70 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Cornerstone Financial Management first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $589 in Q4 2025. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Cornerstone Financial Management held 70 shares of Invesco Mortgage Capital worth $553 as of Q2 2026.
  • Cornerstone Financial Management left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1326 holding.
  • Cornerstone Financial Management first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Invesco Mortgage Capital position peaked at $589 in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.