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Castle Rock Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Castle Rock Wealth Management’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
-12,173
Closed -$138K – 253
2024
Q3 		$138K Hold
12,173
– – 0.03% 241
2024
Q2 		$131K Hold
12,173
– – 0.03% 235
2024
Q1 		$132K Buy
+12,173
New +$138K 0.04% 232

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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

Castle Rock Wealth Management's MORT Position: Q4 2024 in Review

Castle Rock Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 12,173 shares — an estimated $138K sold.

Castle Rock Wealth Management first reported a position in MORT in Q1 2024 and held it in 3 quarters. The position peaked at $138K in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • Castle Rock Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • Castle Rock Wealth Management sold 12,173 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $138K.
  • Castle Rock Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 3 quarters.
  • Castle Rock Wealth Management'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 Castle Rock Wealth Management's 13F filing for Q4 2024, filed 5 Mar 2025.