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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cascade Financial Partners's MORT Position: Q1 2026 in Review

Cascade Financial Partners increased its VanEck Mortgage REIT Income ETF (MORT) stake by 1.6% in Q1 2026, buying an estimated $9.82K and bringing the position to 57,876 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #156.

Cascade Financial Partners first reported a position in MORT in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Cascade Financial Partners held 57,876 shares of VanEck Mortgage REIT Income ETF worth $594K as of Q1 2026.
Cascade Financial Partners bought 920 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $9.82K.
VanEck Mortgage REIT Income ETF made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #156 holding.
Cascade Financial Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 6 quarters since.
Cascade Financial Partners's VanEck Mortgage REIT Income ETF position peaked at $599K in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.