Commonwealth Equity Services
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Commonwealth Equity Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Commonwealth Equity Services’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
2024
Q2 		– Sell
-12,304
Closed -$144K – 4121
2024
Q1 		$144K Buy
+12,304
New +$139K ﹤0.01% 3721

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's MORT Position: Q2 2024 in Review

Commonwealth Equity Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 12,304 shares — an estimated $144K sold.

Commonwealth Equity Services first reported a position in MORT in Q1 2024 and held it in 1 quarter. The position peaked at $144K in Q1 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • Commonwealth Equity Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,304 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $144K.
  • Commonwealth Equity Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's VanEck Mortgage REIT Income ETF position peaked at $144K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.