Avantax Advisory Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Avantax Advisory Services’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
2020 Q2	–	Sell	-11,622	Closed	-$119K	–	878
2020 Q1	$119K	Sell	11,622 -1,378	-11%	-$29.7K	﹤0.01%	753
2019 Q4	$309K	Buy	+13,000	New	+$307K	0.01%	616
2019 Q3	–	Sell	-8,645	Closed	-$200K	–	587
2019 Q2	$200K	Buy	+8,645	New	+$200K	0.01%	490

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Avantax Advisory Services's MORT Position: Q2 2020 in Review

Avantax Advisory Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2020, closing a stake of 11,622 shares — an estimated $119K sold.

Avantax Advisory Services first reported a position in MORT in Q2 2019 and held it in 3 quarters. The position peaked at $309K in Q4 2019. 59 funds tracked by Wall St. Rank hold MORT as of Q2 2020.

Avantax Advisory Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2020 after selling out during the quarter.
Avantax Advisory Services sold 11,622 VanEck Mortgage REIT Income ETF shares in Q2 2020, an estimated $119K.
Avantax Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and held it in 3 quarters.
Avantax Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $309K in Q4 2019.
59 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.