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

Aurora 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 		$213K Hold
20,573
– – 0.14% 164
2026
Q1 		$211K Buy
+20,573
New +$220K 0.15% 153

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aurora Private Wealth's MORT Position: Q2 2026 in Review

Aurora Private Wealth held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 20,573 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #164.

Aurora Private Wealth first reported a position in MORT in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Aurora Private Wealth held 20,573 shares of VanEck Mortgage REIT Income ETF worth $213K as of Q2 2026.
  • Aurora Private Wealth left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up 0.14% of Aurora Private Wealth's portfolio in Q2 2026, its #164 holding.
  • Aurora Private Wealth first reported a position in VanEck Mortgage REIT Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.