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

Axxcess 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
2023
Q4 		– Sell
-17,800
Closed -$202K – 899
2023
Q3 		$202K Buy
+17,800
New +$210K 0.01% 734
2023
Q2 		– Sell
-17,749
Closed -$201K – 652
2023
Q1 		$201K Buy
+17,749
New +$219K 0.02% 592

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axxcess Wealth Management's MORT Position: Q4 2023 in Review

Axxcess Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2023, closing a stake of 17,800 shares — an estimated $202K sold.

Axxcess Wealth Management first reported a position in MORT in Q1 2023 and held it in 2 quarters. The position peaked at $202K in Q3 2023. 65 funds tracked by Wall St. Rank hold MORT as of Q4 2023.

  • Axxcess Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,800 VanEck Mortgage REIT Income ETF shares in Q4 2023, an estimated $202K.
  • Axxcess Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $202K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.