Carson Wealth (CWM LLC)’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Carson Wealth (CWM LLC)’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	$1.45K	Buy	141 +128	+985%	+$1.37K	﹤0.01%	5337
2025 Q4	$0	Hold	13	–	–	﹤0.01%	5534
2025 Q3	$0	Hold	13	–	–	﹤0.01%	5437
2025 Q2	$0	Sell	13 -361	-97%	-$3.67K	﹤0.01%	5231
2025 Q1	$4K	Buy	374 +361	+2,777%	+$4.04K	﹤0.01%	4552
2024 Q4	$0	Hold	13	–	–	﹤0.01%	5060
2024 Q3	$0	Hold	13	–	–	﹤0.01%	5023
2024 Q2	$0	Hold	13	–	–	﹤0.01%	4800
2024 Q1	$0	Hold	13	–	–	﹤0.01%	4576
2023 Q4	$0	Hold	13	–	–	﹤0.01%	4379
2023 Q3	$0	Hold	13	–	–	﹤0.01%	4395
2023 Q2	$0	Hold	13	–	–	﹤0.01%	4359
2023 Q1	$0	Hold	13	–	–	﹤0.01%	4241
2022 Q4	$0	Hold	13	–	–	﹤0.01%	4144
2022 Q3	$0	Hold	13	–	–	﹤0.01%	4090
2022 Q2	$0	Hold	13	–	–	﹤0.01%	3993
2022 Q1	$0	Hold	13	–	–	﹤0.01%	3738
2021 Q4	$0	Buy	+13	New	+$246	﹤0.01%	3593
2021 Q2	$0	Hold	13	–	–	﹤0.01%	2980
2021 Q1	$0	Hold	13	–	–	﹤0.01%	2980
2020 Q4	$0	Hold	13	–	–	﹤0.01%	2978
2020 Q3	$0	Hold	13	–	–	﹤0.01%	2977
2020 Q2	$0	Hold	13	–	–	﹤0.01%	2977
2020 Q1	$0	Hold	13	–	–	﹤0.01%	2977
2019 Q4	$0	Hold	13	–	–	﹤0.01%	2976
2019 Q3	$0	Hold	13	–	–	﹤0.01%	2976
2019 Q2	$0	Hold	13	–	–	﹤0.01%	2976
2019 Q1	$0	Sell	13 -69	-84%	-$1.59K	﹤0.01%	3159
2018 Q4	$2K	Sell	82 -43	-34%	-$983	﹤0.01%	1770
2018 Q3	$3K	Buy	+125	New	+$3.01K	﹤0.01%	1468

Other funds holding MORT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MORT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Mortgage REIT Income ETF (MORT) stake by 985% in Q1 2026, buying an estimated $1.37K and bringing the position to 141 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #5337.

Carson Wealth (CWM LLC) first reported a position in MORT in Q3 2018 and has held it in 30 quarters since. The position peaked at $4K in Q1 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Carson Wealth (CWM LLC) held 141 shares of VanEck Mortgage REIT Income ETF worth $1.45K as of Q1 2026.
Carson Wealth (CWM LLC) bought 128 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.37K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5337 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Mortgage REIT Income ETF in Q3 2018 and has held it in 30 quarters since.
Carson Wealth (CWM LLC)'s VanEck Mortgage REIT Income ETF position peaked at $4K in Q1 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.