All Season Financial Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

All Season Financial Advisors’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 Q3	–	Sell	-31,465	Closed	-$441K	–	125
2022 Q2	$441K	Buy	31,465 +331	+1%	+$5.04K	0.38%	54
2022 Q1	$532K	Buy	31,134 +4,379	+16%	+$75K	0.38%	57
2021 Q4	$481K	Sell	26,755 -3,134	-10%	-$59.3K	0.33%	63
2021 Q3	$568K	Sell	29,889 -6,600	-18%	-$126K	0.46%	45
2021 Q2	$724K	Buy	+36,489	New	+$708K	0.52%	39

Other funds holding MORT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

All Season Financial Advisors's MORT Position: Q3 2022 in Review

All Season Financial Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2022, closing a stake of 31,465 shares — an estimated $441K sold.

All Season Financial Advisors first reported a position in MORT in Q2 2021 and held it in 5 quarters. The position peaked at $724K in Q2 2021. 62 funds tracked by Wall St. Rank hold MORT as of Q3 2022.

All Season Financial Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2022 after selling out during the quarter.
All Season Financial Advisors sold 31,465 VanEck Mortgage REIT Income ETF shares in Q3 2022, an estimated $441K.
All Season Financial Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 5 quarters.
All Season Financial Advisors's VanEck Mortgage REIT Income ETF position peaked at $724K in Q2 2021.
62 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2022.

Based on All Season Financial Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.