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 Q2	–	Sell	-158,507	Closed	-$1.63M	–	198
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AXS Investments's MORT Position: Q2 2026 in Review

AXS Investments sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 158,507 shares — an estimated $1.63M sold.

AXS Investments first reported a position in MORT in Q1 2025 and held it in 5 quarters. The position peaked at $6.33M in Q1 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

AXS Investments reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
AXS Investments sold 158,507 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $1.63M.
AXS Investments first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and held it in 5 quarters.
AXS Investments's VanEck Mortgage REIT Income ETF position peaked at $6.33M in Q1 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.