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Atwater Malick’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Atwater Malick’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 		$110K Hold
13,023
– – 0.02% 122
2026
Q2 		$135K Buy
13,023
+1,882
+17% +$19.2K 0.03% 122
2026
Q1 		$114K Buy
+11,141
New +$119K 0.03% 95

Other funds holding MORT

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwater Malick's MORT Position: Q3 2026 in Review

Atwater Malick held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q3 2026 at 13,023 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #122.

Atwater Malick first reported a position in MORT in Q1 2026 and has held it in 3 quarters since. The position peaked at $135K in Q2 2026. 11 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Atwater Malick held 13,023 shares of VanEck Mortgage REIT Income ETF worth $110K as of Q3 2026.
  • Atwater Malick left its VanEck Mortgage REIT Income ETF share count unchanged in Q3 2026.
  • VanEck Mortgage REIT Income ETF made up 0.02% of Atwater Malick's portfolio in Q3 2026, its #122 holding.
  • Atwater Malick first reported a position in VanEck Mortgage REIT Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Atwater Malick's VanEck Mortgage REIT Income ETF position peaked at $135K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.