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Avior Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-18,894
Closed -$203K – 768
2025
Q3 		$203K Buy
+18,894
New +$203K 0.01% 690

Other funds holding MORT

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avior Wealth Management's MORT Position: Q4 2025 in Review

Avior Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 18,894 shares — an estimated $203K sold.

Avior Wealth Management first reported a position in MORT in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

  • Avior Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 18,894 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $203K.
  • Avior Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and held it in 1 quarter.
  • Avior Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $203K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.