ACM
MORT icon

Alpha Capital Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Alpha Capital 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
2024
Q1 		– Sell
-10,000
Closed -$118K – 121
2023
Q4 		$118K Sell
10,000
-9,334
-48% -$102K 0.02% 111
2023
Q3 		$220K Buy
+19,334
New +$228K 0.05% 103

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Alpha Capital Management's MORT Position: Q1 2024 in Review

Alpha Capital Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2024, closing a stake of 10,000 shares — an estimated $118K sold.

Alpha Capital Management first reported a position in MORT in Q3 2023 and held it in 2 quarters. The position peaked at $220K in Q3 2023. 77 funds tracked by Wall St. Rank hold MORT as of Q1 2024.

  • Alpha Capital Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2024 after selling out during the quarter.
  • Alpha Capital Management sold 10,000 VanEck Mortgage REIT Income ETF shares in Q1 2024, an estimated $118K.
  • Alpha Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and held it in 2 quarters.
  • Alpha Capital Management's VanEck Mortgage REIT Income ETF position peaked at $220K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2024.

Based on Alpha Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.