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Albion Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-1,015
Closed -$18K – 640
2021
Q4 		$18K Buy
+1,015
New +$19.2K ﹤0.01% 366

Other funds holding MORT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Albion Financial Group's MORT Position: Q1 2022 in Review

Albion Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2022, closing a stake of 1,015 shares — an estimated $18K sold.

Albion Financial Group first reported a position in MORT in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 66 funds tracked by Wall St. Rank hold MORT as of Q1 2022.

  • Albion Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 1,015 VanEck Mortgage REIT Income ETF shares in Q1 2022, an estimated $18K.
  • Albion Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and held it in 1 quarter.
  • Albion Financial Group's VanEck Mortgage REIT Income ETF position peaked at $18K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.