Advisory Services Network’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Advisory Services Network’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
2026 Q1	$57.6K	Buy	+5,613	New	+$59.9K	﹤0.01%	2539
2025 Q4	–	Sell	-5,640	Closed	-$60.7K	–	3337
2025 Q3	$60.7K	Buy	+5,640	New	+$60.7K	﹤0.01%	2343
2024 Q1	–	Sell	-2,935	Closed	-$34.7K	–	2800
2023 Q4	$34.7K	Buy	+2,935	New	+$32.2K	﹤0.01%	2217
2023 Q2	–	Sell	-4,271	Closed	-$48.3K	–	2780
2023 Q1	$48.3K	Buy	4,271 +1,113	+35%	+$13.7K	﹤0.01%	2036
2022 Q4	$36.9K	Buy	+3,158	New	+$37.9K	﹤0.01%	2143
2022 Q2	–	Sell	-42,372	Closed	-$724K	–	1450
2022 Q1	$724K	Sell	42,372 -1,555	-4%	-$26.6K	0.02%	746
2021 Q4	$789K	Buy	43,927 +2,157	+5%	+$40.8K	0.02%	709
2021 Q3	$794K	Buy	41,770 +848	+2%	+$16.2K	0.03%	693
2021 Q2	$812K	Buy	40,922 +15,146	+59%	+$294K	0.03%	681
2021 Q1	$488K	Buy	25,776 +24,476	+1,883%	+$434K	0.02%	848
2020 Q4	$22K	Buy	+1,300	New	+$19.9K	﹤0.01%	2109
2018 Q2	–	Sell	-227	Closed	-$5K	–	2617
2018 Q1	$5K	Buy	+227	New	+$5.14K	﹤0.01%	2120

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Advisory Services Network's MORT Position: Q1 2026 in Review

Advisory Services Network opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q1 2026: 5,613 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in MORT as recently as Q3 2025.

Advisory Services Network first reported a position in MORT in Q1 2018 and has held it in 12 quarters since. The position peaked at $812K in Q2 2021. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Advisory Services Network held 5,613 shares of VanEck Mortgage REIT Income ETF worth $57.6K as of Q1 2026.
VanEck Mortgage REIT Income ETF was a new Advisory Services Network position in Q1 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2539 holding.
Advisory Services Network first reported a position in VanEck Mortgage REIT Income ETF in Q1 2018 and has held it in 12 quarters since.
Advisory Services Network's VanEck Mortgage REIT Income ETF position peaked at $812K in Q2 2021.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.