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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

AE Wealth Management's MORT Position: Q1 2026 in Review

AE Wealth Management reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 31% in Q1 2026, selling an estimated $4.86K and leaving 1,000 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

AE Wealth Management first reported a position in MORT in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2020. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

AE Wealth Management held 1,000 shares of VanEck Mortgage REIT Income ETF worth $10.3K as of Q1 2026.
AE Wealth Management sold 455 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $4.86K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2276 holding.
AE Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 6 quarters since.
AE Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $1.11M in Q2 2020.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.