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

Arkadios 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
2021 Q4	–	Sell	-3,630	Closed	-$69K	–	1310
2021 Q3	$69K	Sell	3,630 -750	-17%	-$14.3K	0.01%	784
2021 Q2	$86K	Buy	4,380 +3,200	+271%	+$62.1K	0.01%	768
2021 Q1	$22K	Hold	1,180	–	–	﹤0.01%	945
2020 Q4	$19K	Sell	1,180 -2,520	-68%	-$38.6K	﹤0.01%	767
2020 Q3	$51.9K	Sell	3,700 -100	-3%	-$1.38K	0.03%	401
2020 Q2	$48.6K	Sell	3,800 -250	-6%	-$2.93K	0.03%	382
2020 Q1	$40.5K	Buy	4,050 +900	+29%	+$19.4K	0.03%	368
2019 Q4	$80.6K	Buy	+3,150	New	+$74.3K	0.05%	260

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Arkadios Wealth Advisors's MORT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2021, closing a stake of 3,630 shares — an estimated $69K sold.

Arkadios Wealth Advisors first reported a position in MORT in Q4 2019 and held it in 8 quarters. The position peaked at $86K in Q2 2021. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,630 VanEck Mortgage REIT Income ETF shares in Q4 2021, an estimated $69K.
Arkadios Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $86K in Q2 2021.
70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.