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

Clearstead 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
2025
Q4 		– Sell
-160
Closed -$1.72K – 3066
2025
Q3 		$1.72K Buy
+160
New +$1.72K ﹤0.01% 2489

Other funds holding MORT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Advisors's MORT Position: Q4 2025 in Review

Clearstead Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 160 shares — an estimated $1.72K sold.

Clearstead Advisors first reported a position in MORT in Q3 2025 and held it in 1 quarter. The position peaked at $1.72K in Q3 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

  • Clearstead Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 160 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $1.72K.
  • Clearstead Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's VanEck Mortgage REIT Income ETF position peaked at $1.72K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.