Cornerstone Planning Group »

Invesco Mortgage Capital shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Mortgage Capital by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 144 8.23
2024-03-31 $751 83 9.05
2023-12-31 $669 75 8.92
2023-09-30 $712 71 10.03
2023-06-30 $790 69 11.45
2022-12-31 $887 63 14.10

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding Invesco Mortgage Capital

BlackRock
BlackRock
Vanguard Group
Renaissance Technologies
Geode Capital Management
Two Sigma Investments
State Street Corporation
Two Sigma Advisers
Citadel Advisors
Susquehanna International
Segall Bryant & Hamill
Mirae Asset Global Etfs Holdings
Van Eck Associates Corp.
Northern Trust
Charles Schwab Investment Management

View all funds holding Invesco Mortgage Capital