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

ARS Wealth Advisors 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	-10,409	Closed	-$116K	–	193
2025 Q1	$116K	Sell	10,409 -5,500	-35%	-$61.6K	0.02%	158
2024 Q4	$169K	Sell	15,909 -2,246	-12%	-$25.3K	0.02%	159
2024 Q3	$219K	Buy	18,155 +80	+0.4%	+$932	0.03%	162
2024 Q2	$202K	Sell	18,075 -2,500	-12%	-$27.6K	0.03%	162
2024 Q1	$241K	Buy	20,575 +6,225	+43%	+$70.4K	0.03%	144
2023 Q4	$170K	Buy	+14,350	New	+$157K	0.03%	150

Other funds holding MORT

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

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

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

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

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

ARS Wealth Advisors Group's MORT Position: Q2 2025 in Review

ARS Wealth Advisors Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 10,409 shares — an estimated $116K sold.

ARS Wealth Advisors Group first reported a position in MORT in Q4 2023 and held it in 6 quarters. The position peaked at $241K in Q1 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

ARS Wealth Advisors Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 10,409 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $116K.
ARS Wealth Advisors Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 6 quarters.
ARS Wealth Advisors Group's VanEck Mortgage REIT Income ETF position peaked at $241K in Q1 2024.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2025, filed 10 Jul 2025.