American Portfolios Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

American Portfolios 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	$7.18K	Sell	650 -200	-24%	-$2.87K	﹤0.01%	2660
2022 Q2	$11.9K	Hold	850	–	–	﹤0.01%	2492
2022 Q1	$14.5K	Hold	850	–	–	﹤0.01%	2518
2021 Q4	$15.3K	Buy	850 +200	+31%	+$3.79K	﹤0.01%	2435
2021 Q3	$12.4K	Hold	650	–	–	﹤0.01%	2478
2021 Q2	$12.9K	Buy	+650	New	+$12.6K	﹤0.01%	2390
2020 Q4	–	Sell	-223	Closed	-$3.1K	–	3063
2020 Q3	$3.1K	Hold	223	–	–	﹤0.01%	2457
2020 Q2	$3K	Hold	223	–	–	﹤0.01%	2411
2020 Q1	$2.23K	Hold	223	–	–	﹤0.01%	2361
2019 Q4	$5.35K	Hold	223	–	–	﹤0.01%	2252
2019 Q3	$5.19K	Hold	223	–	–	﹤0.01%	2183
2019 Q2	$5.17K	Sell	223 -125	-36%	-$2.89K	﹤0.01%	2174
2019 Q1	$8.2K	Buy	348 +223	+178%	+$5.13K	﹤0.01%	1906
2018 Q4	$2.66K	Hold	125	–	–	﹤0.01%	2063
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	2149
2018 Q2	$2.98K	Buy	+125	New	+$2.89K	﹤0.01%	2119
2018 Q1	–	Sell	-1,129	Closed	-$27.2K	–	2366
2017 Q4	$27.2K	Buy	+1,129	New	+$27.5K	﹤0.01%	1218

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 $43.3B AUM 29.3% 1-Year Est. Return

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

American Portfolios Advisors's MORT Position: Q3 2022 in Review

American Portfolios Advisors reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 24% in Q3 2022, selling an estimated $2.87K and leaving 650 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

American Portfolios Advisors first reported a position in MORT in Q4 2017 and has held it in 17 quarters since. The position peaked at $27.2K in Q4 2017. 62 funds tracked by Wall St. Rank hold MORT as of Q3 2022.

American Portfolios Advisors held 650 shares of VanEck Mortgage REIT Income ETF worth $7.18K as of Q3 2022.
American Portfolios Advisors sold 200 VanEck Mortgage REIT Income ETF shares in Q3 2022, an estimated $2.87K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2660 holding.
American Portfolios Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2017 and has held it in 17 quarters since.
American Portfolios Advisors's VanEck Mortgage REIT Income ETF position peaked at $27.2K in Q4 2017.
62 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.