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

Clarus Wealth 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
2019
Q3 		– Sell
-1,884
Closed -$44K – 407
2019
Q2 		$44K Sell
1,884
-1,068
-36% -$24.7K 0.03% 283
2019
Q1 		$70K Buy
2,952
+17
+0.6% +$391 0.05% 249
2018
Q4 		$63K Buy
2,935
+15
+0.5% +$343 0.1% 229
2018
Q3 		$70K Buy
2,920
+26
+0.9% +$627 0.05% 253
2018
Q2 		$67K Buy
+2,894
New +$67K 0.05% 239

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Clarus Wealth Advisors's MORT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2019, closing a stake of 1,884 shares — an estimated $44K sold.

Clarus Wealth Advisors first reported a position in MORT in Q2 2018 and held it in 5 quarters. The position peaked at $70K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,884 VanEck Mortgage REIT Income ETF shares in Q3 2019, an estimated $44K.
  • Clarus Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $70K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.