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Consultiva Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Consultiva Wealth 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
2025
Q3 		– Sell
-1,000
Closed -$10.6K – 267
2025
Q2 		$10.6K Hold
1,000
– – 0.03% 210
2025
Q1 		$11.2K Buy
+1,000
New +$11.2K 0.04% 199

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Consultiva Wealth Management's MORT Position: Q3 2025 in Review

Consultiva Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2025, closing a stake of 1,000 shares — an estimated $10.6K sold.

Consultiva Wealth Management first reported a position in MORT in Q1 2025 and held it in 2 quarters. The position peaked at $11.2K in Q1 2025. 84 funds tracked by Wall St. Rank hold MORT as of Q3 2025.

  • Consultiva Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,000 VanEck Mortgage REIT Income ETF shares in Q3 2025, an estimated $10.6K.
  • Consultiva Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $11.2K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.