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

AmeriFlex 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
2025
Q2 		– Sell
-350
Closed -$3.91K – 1203
2025
Q1 		$3.91K Hold
350
– – ﹤0.01% 1039
2024
Q4 		$3.88K Buy
+350
New +$3.94K ﹤0.01% 954

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AmeriFlex Group's MORT Position: Q2 2025 in Review

AmeriFlex Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 350 shares — an estimated $3.91K sold.

AmeriFlex Group first reported a position in MORT in Q4 2024 and held it in 2 quarters. The position peaked at $3.91K in Q1 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • AmeriFlex Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 350 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $3.91K.
  • AmeriFlex Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's VanEck Mortgage REIT Income ETF position peaked at $3.91K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.