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Ameritas Advisory Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-2,508
Closed -$26.5K – 2621
2025
Q2 		$26.5K Buy
+2,508
New +$25.5K ﹤0.01% 1617
2023
Q2 		– Sell
-2,508
Closed -$27.2K – 1782
2023
Q1 		$27.2K Buy
+2,508
New +$30.9K ﹤0.01% 1506

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameritas Advisory Services's MORT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2025, closing a stake of 2,508 shares — an estimated $26.5K sold.

Ameritas Advisory Services first reported a position in MORT in Q1 2023 and held it in 2 quarters. The position peaked at $27.2K in Q1 2023. 84 funds tracked by Wall St. Rank hold MORT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,508 VanEck Mortgage REIT Income ETF shares in Q3 2025, an estimated $26.5K.
  • Ameritas Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $27.2K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.