Arete Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Arete Wealth 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
2026 Q1	–	Sell	-247,659	Closed	-$2.6M	–	576
2025 Q4	$2.6M	Buy	247,659 +4,815	+2%	+$50.9K	0.16%	134
2025 Q3	$2.62M	Buy	242,844 +39,083	+19%	+$421K	0.16%	122
2025 Q2	$2.15M	Buy	203,761 +12,301	+6%	+$125K	0.15%	130
2025 Q1	$2.14M	Buy	191,460 +1,714	+0.9%	+$19.2K	0.16%	131
2024 Q4	$2.01M	Buy	189,746 +3,822	+2%	+$43K	0.15%	141
2024 Q3	$2.24M	Buy	185,924 +17,747	+11%	+$207K	0.19%	112
2024 Q2	$1.87M	Buy	168,177 +4,133	+3%	+$45.7K	0.15%	132
2024 Q1	$1.92M	Buy	164,044 +954	+0.6%	+$10.8K	0.18%	135
2023 Q4	$1.93M	Buy	+163,090	New	+$1.79M	0.15%	142

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Arete Wealth Advisors's MORT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 247,659 shares — an estimated $2.6M sold.

Arete Wealth Advisors first reported a position in MORT in Q4 2023 and held it in 9 quarters. The position peaked at $2.62M in Q3 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Arete Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 247,659 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $2.6M.
Arete Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 9 quarters.
Arete Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $2.62M in Q3 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.