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Clear Creek Financial Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Clear Creek Financial Management’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 		$189K Buy
18,250
+5,250
+40% +$53.7K 0.01% 619
2026
Q1 		$133K Buy
13,000
+2,750
+27% +$29.4K 0.01% 599
2025
Q4 		$108K Buy
+10,250
New +$108K 0.01% 575

Other funds holding MORT

IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Clear Creek Financial Management's MORT Position: Q2 2026 in Review

Clear Creek Financial Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 40% in Q2 2026, buying an estimated $53.7K and bringing the position to 18,250 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #619.

Clear Creek Financial Management first reported a position in MORT in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Clear Creek Financial Management held 18,250 shares of VanEck Mortgage REIT Income ETF worth $189K as of Q2 2026.
  • Clear Creek Financial Management bought 5,250 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $53.7K.
  • VanEck Mortgage REIT Income ETF made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #619 holding.
  • Clear Creek Financial Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.