Ashton Thomas Private Wealth’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Ashton Thomas Private Wealth’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 Q2	$2.69M	Buy	259,645 +1,769	+0.7%	+$18.1K	0.06%	325
2026 Q1	$2.65M	Buy	257,876 +12,405	+5%	+$132K	0.06%	303
2025 Q4	$2.58M	Sell	245,471 -4,437	-2%	-$46.9K	0.06%	289
2025 Q3	$2.69M	Buy	249,908 +189	+0.1%	+$2.03K	0.07%	275
2025 Q2	$2.64M	Buy	+249,719	New	+$2.54M	0.09%	230

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Ashton Thomas Private Wealth's MORT Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its VanEck Mortgage REIT Income ETF (MORT) stake by 0.69% in Q2 2026, buying an estimated $18.1K and bringing the position to 259,645 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #325.

Ashton Thomas Private Wealth first reported a position in MORT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q3 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Ashton Thomas Private Wealth held 259,645 shares of VanEck Mortgage REIT Income ETF worth $2.69M as of Q2 2026.
Ashton Thomas Private Wealth bought 1,769 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $18.1K.
VanEck Mortgage REIT Income ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #325 holding.
Ashton Thomas Private Wealth first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's VanEck Mortgage REIT Income ETF position peaked at $2.69M in Q3 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.