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 Q2	–	Sell	-5,613	Closed	-$57.6K	–	3692
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Services Network's MORT Position: Q2 2026 in Review

Advisory Services Network sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 5,613 shares — an estimated $57.6K sold.

Advisory Services Network first reported a position in MORT in Q1 2018 and held it in 12 quarters. The position peaked at $812K in Q2 2021. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Advisory Services Network reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 5,613 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $57.6K.
Advisory Services Network first reported a position in VanEck Mortgage REIT Income ETF in Q1 2018 and held it in 12 quarters.
Advisory Services Network's VanEck Mortgage REIT Income ETF position peaked at $812K in Q2 2021.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.