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

Cetera Advisors’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
2022 Q2	–	Sell	-20,008	Closed	-$342K	–	1439
2022 Q1	$342K	Buy	20,008 +7,351	+58%	+$126K	0.01%	1046
2021 Q4	$227K	Buy	+12,657	New	+$240K	﹤0.01%	1255
2021 Q3	–	Sell	-10,183	Closed	-$202K	–	1450
2021 Q2	$202K	Sell	10,183 -5,890	-37%	-$114K	﹤0.01%	1236
2021 Q1	$305K	Sell	16,073 -3,810	-19%	-$67.6K	0.01%	941
2020 Q4	$333K	Sell	19,883 -3,720	-16%	-$57K	0.01%	786
2020 Q3	$329K	Buy	23,603 +656	+3%	+$9.04K	0.01%	702
2020 Q2	$309K	Buy	22,947 +4,153	+22%	+$48.7K	0.01%	692
2020 Q1	$188K	Buy	+18,794	New	+$405K	0.01%	733
2019 Q2	–	Sell	-760	Closed	-$18K	–	1155
2019 Q1	$18K	Buy	+760	New	+$17.5K	﹤0.01%	1087

Other funds holding MORT

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cetera Advisors's MORT Position: Q2 2022 in Review

Cetera Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2022, closing a stake of 20,008 shares — an estimated $342K sold.

Cetera Advisors first reported a position in MORT in Q1 2019 and held it in 9 quarters. The position peaked at $342K in Q1 2022. 67 funds tracked by Wall St. Rank hold MORT as of Q2 2022.

Cetera Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2022 after selling out during the quarter.
Cetera Advisors sold 20,008 VanEck Mortgage REIT Income ETF shares in Q2 2022, an estimated $342K.
Cetera Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2019 and held it in 9 quarters.
Cetera Advisors's VanEck Mortgage REIT Income ETF position peaked at $342K in Q1 2022.
67 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2022.

Based on Cetera Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.