Cetera Investment Advisers
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers's MORT Position: Q1 2026 in Review

Cetera Investment Advisers increased its VanEck Mortgage REIT Income ETF (MORT) stake by 14% in Q1 2026, buying an estimated $374K and bringing the position to 285,155 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Cetera Investment Advisers first reported a position in MORT in Q4 2020 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Cetera Investment Advisers held 285,155 shares of VanEck Mortgage REIT Income ETF worth $2.93M as of Q1 2026.
  • Cetera Investment Advisers bought 35,011 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $374K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1932 holding.
  • Cetera Investment Advisers first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.