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

AE Wealth 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	$10.4K	Hold	1,000	–	–	﹤0.01%	2381
2026 Q1	$10.3K	Sell	1,000 -455	-31%	-$4.86K	﹤0.01%	2276
2025 Q4	$15.3K	Buy	1,455 +455	+46%	+$4.81K	﹤0.01%	2078
2025 Q3	$10.8K	Hold	1,000	–	–	﹤0.01%	1990
2025 Q2	$10.6K	Hold	1,000	–	–	﹤0.01%	1864
2025 Q1	$11.2K	Buy	+1,000	New	+$11.2K	﹤0.01%	1840
2020 Q3	–	Sell	-82,823	Closed	-$1.11M	–	1336
2020 Q2	$1.11M	Buy	+82,823	New	+$971K	0.02%	587

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

AE Wealth Management's MORT Position: Q2 2026 in Review

AE Wealth Management held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 1,000 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

AE Wealth Management first reported a position in MORT in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2020. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

AE Wealth Management held 1,000 shares of VanEck Mortgage REIT Income ETF worth $10.4K as of Q2 2026.
AE Wealth Management left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2381 holding.
AE Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 7 quarters since.
AE Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $1.11M in Q2 2020.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.