Atlantic Edge Private Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Atlantic Edge Private Wealth Management’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
2024 Q4	–	Sell	-600	Closed	-$7.24K	–	504
2024 Q3	$7.24K	Hold	600	–	–	﹤0.01%	364
2024 Q2	$6.71K	Hold	600	–	–	﹤0.01%	349
2024 Q1	$7.01K	Hold	600	–	–	﹤0.01%	353
2023 Q4	$7.09K	Buy	+600	New	+$6.58K	﹤0.01%	333

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's MORT Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 600 shares — an estimated $7.24K sold.

Atlantic Edge Private Wealth Management first reported a position in MORT in Q4 2023 and held it in 4 quarters. The position peaked at $7.24K in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

Atlantic Edge Private Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 600 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $7.24K.
Atlantic Edge Private Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 4 quarters.
Atlantic Edge Private Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $7.24K in Q3 2024.
70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.