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Advocacy Wealth Management Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Advocacy Wealth Management Services’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
-200
Closed -$3K – 178
2022
Q1 		$3K Buy
+200
New +$3.43K ﹤0.01% 135
2020
Q1 		– Sell
-1,000
Closed -$24K – 126
2019
Q4 		$24K Hold
1,000
– – 0.01% 89
2019
Q3 		$23K Hold
1,000
– – 0.02% 87
2019
Q2 		$23K Hold
1,000
– – 0.02% 94
2019
Q1 		$23K Sell
1,000
-2,500
-71% -$57.6K 0.03% 75
2018
Q4 		$75K Hold
3,500
– – 0.06% 27
2018
Q3 		$84K Hold
3,500
– – 0.05% 27
2018
Q2 		$84K Sell
3,500
-300
-8% -$6.95K 0.06% 24
2018
Q1 		$87K Buy
3,800
+300
+9% +$6.79K 0.06% 24
2017
Q4 		$84K Sell
3,500
-4,500
-56% -$110K 0.06% 32
2017
Q3 		$198K Buy
8,000
+3,750
+88% +$92.4K 0.08% 23
2017
Q2 		$105K Buy
4,250
+150
+4% +$3.65K 0.04% 42
2017
Q1 		$99K Buy
4,100
+350
+9% +$8.01K 0.03% 49
2016
Q4 		$82K Buy
3,750
+1,200
+47% +$26.2K 0.02% 50
2016
Q3 		$57K Sell
2,550
-10,875
-81% -$240K 0.02% 106
2016
Q2 		$84K Sell
13,425
-10,125
-43% -$208K 0.04% 106
2016
Q1 		$475K Sell
23,550
-44,265
-65% -$828K 0.33% 49
2015
Q4 		$1.33M Buy
+67,815
New +$1.37M 1.5% 14

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 $44.6B AUM 28.94% 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

Advocacy Wealth Management Services's MORT Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2022, closing a stake of 200 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in MORT in Q4 2015 and held it in 18 quarters. The position peaked at $1.33M in Q4 2015. 67 funds tracked by Wall St. Rank hold MORT as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 VanEck Mortgage REIT Income ETF shares in Q2 2022, an estimated $3K.
  • Advocacy Wealth Management Services first reported a position in VanEck Mortgage REIT Income ETF in Q4 2015 and held it in 18 quarters.
  • Advocacy Wealth Management Services's VanEck Mortgage REIT Income ETF position peaked at $1.33M in Q4 2015.
  • 67 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.