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Advyzon Investment Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Advyzon Investment Management’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 		$514K Buy
50,094
+13,184
+36% +$141K 0.05% 387
2025
Q4 		$388K Buy
36,910
+4,794
+15% +$50.7K 0.05% 382
2025
Q3 		$346K Sell
32,116
-1,838
-5% -$19.8K 0.06% 298
2025
Q2 		$359K Buy
33,954
+7,237
+27% +$73.5K 0.08% 237
2025
Q1 		$298K Buy
26,717
+12,165
+84% +$136K 0.11% 183
2024
Q4 		$155K Buy
+14,552
New +$164K 0.06% 227

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
AO
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

Advyzon Investment Management's MORT Position: Q1 2026 in Review

Advyzon Investment Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 36% in Q1 2026, buying an estimated $141K and bringing the position to 50,094 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #387.

Advyzon Investment Management first reported a position in MORT in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Advyzon Investment Management held 50,094 shares of VanEck Mortgage REIT Income ETF worth $514K as of Q1 2026.
  • Advyzon Investment Management bought 13,184 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $141K.
  • VanEck Mortgage REIT Income ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #387 holding.
  • Advyzon Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.