APW
MORT icon

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

IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 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. 21 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.
  • 21 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.