Ahrens Investment Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$6.33K	Buy	+560	New	+$6.9K	﹤0.01%	721
2022 Q3	–	Sell	-560	Closed	-$8K	–	618
2022 Q2	$8K	Hold	560	–	–	﹤0.01%	688
2022 Q1	$10K	Hold	560	–	–	﹤0.01%	731
2021 Q4	$10K	Buy	+560	New	+$10.6K	﹤0.01%	748
2020 Q1	–	Sell	-14,135	Closed	-$339K	–	156
2019 Q4	$339K	Buy	14,135 +2,300	+19%	+$54.3K	0.14%	109
2019 Q3	$276K	Buy	11,835 +2,900	+32%	+$66.4K	0.12%	128
2019 Q2	$207K	Buy	+8,935	New	+$207K	0.09%	143
2019 Q1	–	Sell	-9,435	Closed	-$201K	–	185
2018 Q4	$201K	Hold	9,435	–	–	0.09%	140
2018 Q3	$227K	Buy	9,435 +700	+8%	+$16.9K	0.09%	152
2018 Q2	$208K	Sell	8,735 -2,600	-23%	-$60.2K	0.09%	147
2018 Q1	$261K	Buy	11,335 +2,450	+28%	+$55.5K	0.11%	111
2017 Q4	$214K	Sell	8,885 -400	-4%	-$9.74K	0.09%	144
2017 Q3	$235K	Buy	9,285 +900	+11%	+$22.2K	0.1%	122
2017 Q2	$207K	Hold	8,385	–	–	0.09%	138
2017 Q1	$201K	Buy	+8,385	New	+$192K	0.1%	128

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

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ahrens Investment Partners's MORT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q1 2023: 560 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MORT as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MORT in Q1 2017 and has held it in 15 quarters since. The position peaked at $339K in Q4 2019. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

Ahrens Investment Partners held 560 shares of VanEck Mortgage REIT Income ETF worth $6.33K as of Q1 2023.
VanEck Mortgage REIT Income ETF was a new Ahrens Investment Partners position in Q1 2023.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #721 holding.
Ahrens Investment Partners first reported a position in VanEck Mortgage REIT Income ETF in Q1 2017 and has held it in 15 quarters since.
Ahrens Investment Partners's VanEck Mortgage REIT Income ETF position peaked at $339K in Q4 2019.
64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.