BFS
MORT icon

Bard Financial Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Bard Financial 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
2022
Q1 		– Sell
-13,875
Closed -$249K – 303
2021
Q4 		$249K Hold
13,875
– – 0.02% 252
2021
Q3 		$264K Hold
13,875
– – 0.02% 236
2021
Q2 		$275K Sell
13,875
-750
-5% -$14.6K 0.02% 229
2021
Q1 		$277K Sell
14,625
-4,375
-23% -$77.6K 0.03% 217
2020
Q4 		$318K Buy
+19,000
New +$291K 0.03% 206

Other funds holding MORT

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bard Financial Services's MORT Position: Q1 2022 in Review

Bard Financial Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2022, closing a stake of 13,875 shares — an estimated $249K sold.

Bard Financial Services first reported a position in MORT in Q4 2020 and held it in 5 quarters. The position peaked at $318K in Q4 2020. 66 funds tracked by Wall St. Rank hold MORT as of Q1 2022.

  • Bard Financial Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2022 after selling out during the quarter.
  • Bard Financial Services sold 13,875 VanEck Mortgage REIT Income ETF shares in Q1 2022, an estimated $249K.
  • Bard Financial Services first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and held it in 5 quarters.
  • Bard Financial Services's VanEck Mortgage REIT Income ETF position peaked at $318K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2022.

Based on Bard Financial Services's 13F filing for Q1 2022, filed 13 Apr 2022.