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

Ausdal Financial 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
2025 Q2	–	Sell	-28,547	Closed	-$319K	–	719
2025 Q1	$319K	Buy	+28,547	New	+$320K	0.02%	486
2023 Q2	–	Sell	-156,567	Closed	-$1.77M	–	453
2023 Q1	$1.77M	Buy	156,567 +14,715	+10%	+$181K	0.24%	105
2022 Q4	$1.66M	Buy	141,852 +6,054	+4%	+$72.7K	0.24%	100
2022 Q3	$1.5M	Buy	135,798 +6,033	+5%	+$86.7K	0.24%	107
2022 Q2	$1.82M	Buy	129,765 +2,228	+2%	+$33.9K	0.27%	103
2022 Q1	$2.18M	Buy	127,537 +19,389	+18%	+$332K	0.3%	90
2021 Q4	$1.94M	Buy	108,148 +5,539	+5%	+$105K	0.26%	108
2021 Q3	$1.95M	Buy	102,609 +5,261	+5%	+$100K	0.29%	101
2021 Q2	$1.93M	Buy	97,348 +16,639	+21%	+$323K	0.29%	100
2021 Q1	$1.53M	Buy	80,709 +7,080	+10%	+$126K	0.26%	113
2020 Q4	$1.23M	Buy	73,629 +4,324	+6%	+$66.3K	0.24%	125
2020 Q3	$965K	Buy	69,305 +635	+0.9%	+$8.75K	0.23%	120
2020 Q2	$924K	Buy	68,670 +5,421	+9%	+$63.5K	0.31%	92
2020 Q1	$659K	Buy	63,249 +17,080	+37%	+$368K	0.23%	112
2019 Q4	$1.15M	Buy	46,169 +22,960	+99%	+$542K	0.34%	83
2019 Q3	$540K	Buy	23,209 +7,422	+47%	+$170K	0.19%	140
2019 Q2	$371K	Buy	+15,787	New	+$365K	0.14%	181

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

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

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

Ausdal Financial Partners's MORT Position: Q2 2025 in Review

Ausdal Financial Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 28,547 shares — an estimated $319K sold.

Ausdal Financial Partners first reported a position in MORT in Q2 2019 and held it in 17 quarters. The position peaked at $2.18M in Q1 2022. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

Ausdal Financial Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
Ausdal Financial Partners sold 28,547 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $319K.
Ausdal Financial Partners first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and held it in 17 quarters.
Ausdal Financial Partners's VanEck Mortgage REIT Income ETF position peaked at $2.18M in Q1 2022.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.