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

CacheTech 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
2024
Q4 		– Sell
-11,451
Closed -$138K – 129
2024
Q3 		$138K Sell
11,451
-184
-2% -$2.14K 0.03% 110
2024
Q2 		$130K Buy
+11,635
New +$129K 0.03% 104

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Bank of America
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Cambridge Investment Research Advisors
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DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CacheTech Inc's MORT Position: Q4 2024 in Review

CacheTech Inc sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 11,451 shares — an estimated $138K sold.

CacheTech Inc first reported a position in MORT in Q2 2024 and held it in 2 quarters. The position peaked at $138K in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • CacheTech Inc reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • CacheTech Inc sold 11,451 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $138K.
  • CacheTech Inc first reported a position in VanEck Mortgage REIT Income ETF in Q2 2024 and held it in 2 quarters.
  • CacheTech Inc's VanEck Mortgage REIT Income ETF position peaked at $138K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on CacheTech Inc's 13F filing for Q4 2024, filed 13 Feb 2025.