OFG
IVR icon

Oxford Financial Group’s Invesco Mortgage Capital IVR Stock Holding History

Oxford Financial 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
Q1 		$80.8K Hold
10,000
– – ﹤0.01% 268
2025
Q4 		$84.1K Buy
+10,000
New +$78.4K ﹤0.01% 252

Other funds holding IVR

BlackRock
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oxford Financial Group's IVR Position: Q1 2026 in Review

Oxford Financial Group held its Invesco Mortgage Capital (IVR) position steady in Q1 2026 at 10,000 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Oxford Financial Group first reported a position in IVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $84.1K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Oxford Financial Group held 10,000 shares of Invesco Mortgage Capital worth $80.8K as of Q1 2026.
  • Oxford Financial Group left its Invesco Mortgage Capital share count unchanged in Q1 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #268 holding.
  • Oxford Financial Group first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 2 quarters since.
  • Oxford Financial Group's Invesco Mortgage Capital position peaked at $84.1K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.