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Aaron Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Aaron Wealth Advisors’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-85,400
Closed -$5M – 586
2022
Q1 		$5M Buy
+85,400
New +$1.46M 0.07% 125

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Aaron Wealth Advisors's MORT Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2022, closing a stake of 85,400 shares — an estimated $5M sold.

Aaron Wealth Advisors first reported a position in MORT in Q1 2022 and held it in 1 quarter. The position peaked at $5M in Q1 2022. 67 funds tracked by Wall St. Rank hold MORT as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 85,400 VanEck Mortgage REIT Income ETF shares in Q2 2022, an estimated $5M.
  • Aaron Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $5M in Q1 2022.
  • 67 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.