Cetera Advisor Networks’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Cetera Advisor Networks’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 Q1	$586K	Buy	50,111 +24,933	+99%	+$282K	﹤0.01%	1823
2023 Q4	$298K	Buy	25,178 +8,450	+51%	+$92.6K	﹤0.01%	2257
2023 Q3	$190K	Buy	16,728 +805	+5%	+$9.51K	﹤0.01%	2451
2023 Q2	$191K	Sell	15,923 -195,397	-92%	-$2.14M	﹤0.01%	2362
2023 Q1	$2.39M	Buy	211,320 +10,976	+5%	+$135K	0.02%	771
2022 Q4	$2.34M	Buy	200,344 +32,601	+19%	+$392K	0.02%	744
2022 Q3	$1.85M	Buy	167,743 +14,600	+10%	+$210K	0.02%	624
2022 Q2	$2.14M	Buy	153,143 +14,740	+11%	+$224K	0.03%	566
2022 Q1	$2.36M	Buy	138,403 +10,428	+8%	+$179K	0.03%	557
2021 Q4	$2.3M	Buy	127,975 +7,045	+6%	+$133K	0.03%	550
2021 Q3	$2.3M	Buy	120,930 +6,614	+6%	+$126K	0.03%	502
2021 Q2	$2.27M	Buy	114,316 +6,860	+6%	+$133K	0.03%	492
2021 Q1	$2.04M	Buy	107,456 +5,535	+5%	+$98.2K	0.04%	363
2020 Q4	$1.71M	Sell	101,921 -384	-0.4%	-$5.89K	0.04%	367
2020 Q3	$1.42M	Buy	102,305 +982	+1%	+$13.5K	0.04%	379
2020 Q2	$1.36M	Buy	101,323 +43,049	+74%	+$505K	0.04%	384
2020 Q1	$583K	Buy	58,274 +5,166	+10%	+$111K	0.02%	570
2019 Q4	$1.27M	Buy	53,108 +4,729	+10%	+$112K	0.03%	421
2019 Q3	$1.13M	Buy	48,379 +1,528	+3%	+$35K	0.03%	435
2019 Q2	$1.08M	Buy	46,851 +4,632	+11%	+$107K	0.03%	428
2019 Q1	$990K	Buy	42,219 +9,550	+29%	+$220K	0.03%	423
2018 Q4	$699K	Buy	32,669 +3,172	+11%	+$72.5K	0.03%	476
2018 Q3	$708K	Buy	+29,497	New	+$711K	0.02%	525
2018 Q2	–	Sell	-9,731	Closed	-$223K	–	892
2018 Q1	$223K	Buy	+9,731	New	+$220K	0.01%	773
2015 Q3	–	Sell	-25,459	Closed	-$620K	–	859
2015 Q2	$620K	Hold	25,459	–	–	0.04%	395
2015 Q1	$620K	Buy	+25,459	New	+$605K	0.04%	396

Other funds holding MORT

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Cetera Advisor Networks's MORT Position: Q1 2024 in Review

Cetera Advisor Networks increased its VanEck Mortgage REIT Income ETF (MORT) stake by 99% in Q1 2024, buying an estimated $282K and bringing the position to 50,111 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Cetera Advisor Networks first reported a position in MORT in Q1 2015 and has held it in 26 quarters since. The position peaked at $2.39M in Q1 2023. 77 funds tracked by Wall St. Rank hold MORT as of Q1 2024.

Cetera Advisor Networks held 50,111 shares of VanEck Mortgage REIT Income ETF worth $586K as of Q1 2024.
Cetera Advisor Networks bought 24,933 VanEck Mortgage REIT Income ETF shares in Q1 2024, an estimated $282K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1823 holding.
Cetera Advisor Networks first reported a position in VanEck Mortgage REIT Income ETF in Q1 2015 and has held it in 26 quarters since.
Cetera Advisor Networks's VanEck Mortgage REIT Income ETF position peaked at $2.39M in Q1 2023.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.