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AJ Wealth Strategies’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

AJ Wealth Strategies’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
2022
Q4 		– Sell
-34,400
Closed -$380K – 318
2022
Q3 		$380K Hold
34,400
– – 0.02% 209
2022
Q2 		$482K Hold
34,400
– – 0.03% 188
2022
Q1 		$588K Sell
34,400
-27,350
-44% -$469K 0.03% 186
2021
Q4 		$1.11M Buy
+61,750
New +$1.17M 0.05% 129

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
UBS Group
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AJ Wealth Strategies's MORT Position: Q4 2022 in Review

AJ Wealth Strategies sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2022, closing a stake of 34,400 shares — an estimated $380K sold.

AJ Wealth Strategies first reported a position in MORT in Q4 2021 and held it in 4 quarters. The position peaked at $1.11M in Q4 2021. 68 funds tracked by Wall St. Rank hold MORT as of Q4 2022.

  • AJ Wealth Strategies reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 34,400 VanEck Mortgage REIT Income ETF shares in Q4 2022, an estimated $380K.
  • AJ Wealth Strategies first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and held it in 4 quarters.
  • AJ Wealth Strategies's VanEck Mortgage REIT Income ETF position peaked at $1.11M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.