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

Cetera Investment Advisers’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	$3.2M	Buy	308,495 +23,340	+8%	+$239K	﹤0.01%	1976
2026 Q1	$2.93M	Buy	285,155 +35,011	+14%	+$374K	﹤0.01%	1932
2025 Q4	$2.63M	Buy	250,144 +59,527	+31%	+$629K	﹤0.01%	1982
2025 Q3	$2.05M	Buy	190,617 +31,559	+20%	+$340K	﹤0.01%	2145
2025 Q2	$1.68M	Buy	159,058 +4,955	+3%	+$50.3K	﹤0.01%	1984
2025 Q1	$1.72M	Buy	154,103 +11,526	+8%	+$129K	﹤0.01%	1855
2024 Q4	$1.51M	Buy	142,577 +42,933	+43%	+$483K	﹤0.01%	1863
2024 Q3	$1.2M	Buy	99,644 +2,557	+3%	+$29.8K	﹤0.01%	1992
2024 Q2	$1.09M	Buy	97,087 +31,708	+48%	+$350K	﹤0.01%	2014
2024 Q1	$764K	Buy	+65,379	New	+$740K	﹤0.01%	2279
2023 Q3	–	Sell	-11,122	Closed	-$134K	–	2264
2023 Q2	$134K	Buy	11,122 +502	+5%	+$5.5K	﹤0.01%	2055
2023 Q1	$120K	Buy	+10,620	New	+$131K	﹤0.01%	2039
2021 Q1	–	Sell	-11,750	Closed	-$197K	–	1672
2020 Q4	$197K	Buy	+11,750	New	+$180K	﹤0.01%	1452

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cetera Investment Advisers's MORT Position: Q2 2026 in Review

Cetera Investment Advisers increased its VanEck Mortgage REIT Income ETF (MORT) stake by 8.2% in Q2 2026, buying an estimated $239K and bringing the position to 308,495 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Cetera Investment Advisers first reported a position in MORT in Q4 2020 and has held it in 13 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Cetera Investment Advisers held 308,495 shares of VanEck Mortgage REIT Income ETF worth $3.2M as of Q2 2026.
Cetera Investment Advisers bought 23,340 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $239K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1976 holding.
Cetera Investment Advisers first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and has held it in 13 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.