Clearstead Advisors
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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

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Phoenix Financial
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AI
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MML Investors Services
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Cetera Investment Advisers
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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.