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 Q2	$715K	Buy	69,052 +18,958	+38%	+$194K	0.05%	350
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 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

Advyzon Investment Management's MORT Position: Q2 2026 in Review

Advyzon Investment Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 38% in Q2 2026, buying an estimated $194K and bringing the position to 69,052 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #350.

Advyzon Investment Management first reported a position in MORT in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Advyzon Investment Management held 69,052 shares of VanEck Mortgage REIT Income ETF worth $715K as of Q2 2026.
Advyzon Investment Management bought 18,958 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $194K.
VanEck Mortgage REIT Income ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #350 holding.
Advyzon Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.