BDO Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

BDO Wealth Advisors’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 Q2	$7.21K	Hold	600	–	–	﹤0.01%	740
2023 Q1	$6.78K	Hold	600	–	–	﹤0.01%	768
2022 Q4	$7K	Hold	600	–	–	﹤0.01%	735
2022 Q3	$7K	Hold	600	–	–	﹤0.01%	778
2022 Q2	$8K	Hold	600	–	–	﹤0.01%	717
2022 Q1	$10K	Hold	600	–	–	﹤0.01%	735
2021 Q4	$11K	Hold	600	–	–	﹤0.01%	721
2021 Q3	$11K	Hold	600	–	–	﹤0.01%	709
2021 Q2	$12K	Hold	600	–	–	﹤0.01%	724
2021 Q1	$11K	Buy	600 +200	+50%	+$3.55K	﹤0.01%	721
2020 Q4	$7K	Buy	+400	New	+$6.13K	﹤0.01%	593

Other funds holding MORT

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

BDO Wealth Advisors's MORT Position: Q2 2023 in Review

BDO Wealth Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2023 at 600 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

BDO Wealth Advisors first reported a position in MORT in Q4 2020 and has held it in 11 quarters since. The position peaked at $12K in Q2 2021. 55 funds tracked by Wall St. Rank hold MORT as of Q2 2023.

BDO Wealth Advisors held 600 shares of VanEck Mortgage REIT Income ETF worth $7.21K as of Q2 2023.
BDO Wealth Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2023.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #740 holding.
BDO Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $12K in Q2 2021.
55 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.