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

Cascade Financial Partners’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 Q2	$434K	Sell	41,940 -15,936	-28%	-$163K	0.04%	191
2026 Q1	$594K	Buy	57,876 +920	+2%	+$9.82K	0.06%	156
2025 Q4	$599K	Buy	56,956 +15,936	+39%	+$168K	0.06%	156
2025 Q3	$442K	Hold	41,020	–	–	0.05%	173
2025 Q2	$433K	Hold	41,020	–	–	0.05%	171
2025 Q1	$458K	Buy	41,020 +4,020	+11%	+$45K	0.06%	160
2024 Q4	$393K	Buy	+37,000	New	+$416K	0.05%	164

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascade Financial Partners's MORT Position: Q2 2026 in Review

Cascade Financial Partners reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 28% in Q2 2026, selling an estimated $163K and leaving 41,940 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #191.

Cascade Financial Partners first reported a position in MORT in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Cascade Financial Partners held 41,940 shares of VanEck Mortgage REIT Income ETF worth $434K as of Q2 2026.
Cascade Financial Partners sold 15,936 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $163K.
VanEck Mortgage REIT Income ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #191 holding.
Cascade Financial Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 7 quarters since.
Cascade Financial Partners's VanEck Mortgage REIT Income ETF position peaked at $599K in Q4 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.