Aspect Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Aspect Partners’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	$3.11K	Hold	300	–	–	﹤0.01%	478
2026 Q1	$3.08K	Hold	300	–	–	﹤0.01%	431
2025 Q4	$3.15K	Hold	300	–	–	﹤0.01%	451
2025 Q3	$3.23K	Hold	300	–	–	﹤0.01%	477
2025 Q2	$3.17K	Hold	300	–	–	﹤0.01%	422
2025 Q1	$3.35K	Hold	300	–	–	﹤0.01%	385
2024 Q4	$3.19K	Hold	300	–	–	﹤0.01%	424
2024 Q3	$3.62K	Buy	300 +50	+20%	+$582	﹤0.01%	390
2024 Q2	$2.8K	Hold	250	–	–	﹤0.01%	423
2024 Q1	$2.92K	Buy	250 +50	+25%	+$566	﹤0.01%	412
2023 Q4	$2.36K	Buy	+200	New	+$2.19K	﹤0.01%	421

Other funds holding MORT

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspect Partners's MORT Position: Q2 2026 in Review

Aspect Partners held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 300 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Aspect Partners first reported a position in MORT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62K in Q3 2024. 9 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Aspect Partners held 300 shares of VanEck Mortgage REIT Income ETF worth $3.11K as of Q2 2026.
Aspect Partners left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #478 holding.
Aspect Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's VanEck Mortgage REIT Income ETF position peaked at $3.62K in Q3 2024.
9 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.