Cornerstone Planning Group’s Invesco Mortgage Capital IVR Stock Holding History

Cornerstone Planning Group’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	$2.54K	Buy	323 +205	+174%	+$1.65K	﹤0.01%	1260
2026 Q1	$941	Buy	118 +6	+5%	+$51	﹤0.01%	1490
2025 Q4	$1K	Buy	112 +4	+4%	+$31	﹤0.01%	1345
2025 Q3	$774	Buy	108 +5	+5%	+$38	﹤0.01%	1373
2025 Q2	$802	Sell	103 -139	-57%	-$1.02K	﹤0.01%	1172
2025 Q1	$1.68K	Sell	242 -168	-41%	-$1.42K	﹤0.01%	1028
2024 Q4	$3.37K	Buy	410 +266	+185%	+$2.23K	﹤0.01%	664
2024 Q3	$1.19K	Sell	144 -54	-27%	-$485	﹤0.01%	903
2024 Q2	$1.67K	Buy	198 +115	+139%	+$1.04K	﹤0.01%	820
2024 Q1	$751	Buy	83 +8	+11%	+$72	﹤0.01%	844
2023 Q4	$669	Buy	75 +4	+6%	+$33	﹤0.01%	754
2023 Q3	$712	Buy	71 +2	+3%	+$22	﹤0.01%	847
2023 Q2	$790	Buy	+69	New	+$738	﹤0.01%	1406
2022 Q4	$888	Buy	+63	New	+$770	﹤0.01%	1383

Other funds holding IVR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OWP

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Cornerstone Planning Group's IVR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco Mortgage Capital (IVR) stake by 174% in Q2 2026, buying an estimated $1.65K and bringing the position to 323 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Cornerstone Planning Group first reported a position in IVR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.37K in Q4 2024. 76 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Cornerstone Planning Group held 323 shares of Invesco Mortgage Capital worth $2.54K as of Q2 2026.
Cornerstone Planning Group bought 205 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.65K.
Invesco Mortgage Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1260 holding.
Cornerstone Planning Group first reported a position in Invesco Mortgage Capital in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Invesco Mortgage Capital position peaked at $3.37K in Q4 2024.
76 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.