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Blue Trust Inc’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Blue Trust Inc’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 		– Sell
-150
Closed -$1.58K – 2618
2025
Q4 		$1.58K Hold
150
– – ﹤0.01% 2182
2025
Q3 		$1.62K Buy
150
+144
+2,400% +$1.55K ﹤0.01% 2197
2025
Q2 		$63 Buy
+6
New +$61 ﹤0.01% 2418
2023
Q2 		– Sell
-367
Closed -$4K – 2340
2023
Q1 		$4K Buy
+367
New +$4.52K ﹤0.01% 1849

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

Blue Trust Inc's MORT Position: Q1 2026 in Review

Blue Trust Inc sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 150 shares — an estimated $1.58K sold.

Blue Trust Inc first reported a position in MORT in Q1 2023 and held it in 4 quarters. The position peaked at $4K in Q1 2023. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Blue Trust Inc reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 150 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.58K.
  • Blue Trust Inc first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and held it in 4 quarters.
  • Blue Trust Inc's VanEck Mortgage REIT Income ETF position peaked at $4K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.