Cascade Financial Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Hold
41,020
0.05% 171
2025
Q1
$458K Buy
41,020
+4,020
+11% +$44.9K 0.06% 160
2024
Q4
$393K Buy
+37,000
New +$393K 0.05% 164