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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
Q2 		$79K Hold
10,000
– – ﹤0.01% 262
2026
Q1 		$80.8K Hold
10,000
– – ﹤0.01% 268
2025
Q4 		$84.1K Buy
+10,000
New +$78.4K ﹤0.01% 252

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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

Oxford Financial Group's IVR Position: Q2 2026 in Review

Oxford Financial Group held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 10,000 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Oxford Financial Group first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $84.1K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Oxford Financial Group held 10,000 shares of Invesco Mortgage Capital worth $79K as of Q2 2026.
  • Oxford Financial Group left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #262 holding.
  • Oxford Financial Group first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Oxford Financial Group's Invesco Mortgage Capital position peaked at $84.1K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.