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AXS Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

AXS Investments’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
Q1 		$1.63M Sell
158,507
-107,994
-41% -$1.15M 0.66% 40
2025
Q4 		$2.8M Sell
266,501
-150,793
-36% -$1.59M 0.96% 22
2025
Q3 		$4.49M Sell
417,294
-75,904
-15% -$817K 1.42% 14
2025
Q2 		$5.21M Sell
493,198
-73,257
-13% -$744K 2.14% 10
2025
Q1 		$6.33M Buy
+566,455
New +$6.35M 1.75% 7

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AXS Investments's MORT Position: Q1 2026 in Review

AXS Investments reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 41% in Q1 2026, selling an estimated $1.15M and leaving 158,507 shares worth $1.63M. The position accounts for 0.66% of the portfolio, ranked #40.

AXS Investments first reported a position in MORT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.33M in Q1 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • AXS Investments held 158,507 shares of VanEck Mortgage REIT Income ETF worth $1.63M as of Q1 2026.
  • AXS Investments sold 107,994 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.15M.
  • VanEck Mortgage REIT Income ETF made up 0.66% of AXS Investments's portfolio in Q1 2026, its #40 holding.
  • AXS Investments first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 5 quarters since.
  • AXS Investments's VanEck Mortgage REIT Income ETF position peaked at $6.33M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.