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

Armstrong Advisory 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
2026
Q3 		$17.5K Buy
2,078
+982
+90% +$9.47K ﹤0.01% 620
2026
Q2 		$11.4K Buy
+1,096
New +$11.2K ﹤0.01% 690

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Wealth Enhancement Advisory Services
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Armstrong Advisory Group's MORT Position: Q3 2026 in Review

Armstrong Advisory Group increased its VanEck Mortgage REIT Income ETF (MORT) stake by 90% in Q3 2026, buying an estimated $9.47K and bringing the position to 2,078 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Armstrong Advisory Group first reported a position in MORT in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Armstrong Advisory Group held 2,078 shares of VanEck Mortgage REIT Income ETF worth $17.5K as of Q3 2026.
  • Armstrong Advisory Group bought 982 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $9.47K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #620 holding.
  • Armstrong Advisory Group first reported a position in VanEck Mortgage REIT Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.