CA
MORT icon

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

CoreCap 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
2022
Q4 		$2.46K Buy
+211
New +$2.54K ﹤0.01% 1896
2022
Q3 		– Sell
-211
Closed -$3K – 1477
2022
Q2 		$3K Buy
+211
New +$3.21K ﹤0.01% 1800
2022
Q1 		– Sell
-211
Closed -$4K – 1469
2021
Q4 		$4K Buy
+211
New +$3.99K ﹤0.01% 1810

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CoreCap Advisors's MORT Position: Q4 2022 in Review

CoreCap Advisors opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q4 2022: 211 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1896 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in MORT as recently as Q2 2022.

CoreCap Advisors first reported a position in MORT in Q4 2021 and has held it in 3 quarters since. The position peaked at $4K in Q4 2021. 68 funds tracked by Wall St. Rank hold MORT as of Q4 2022.

  • CoreCap Advisors held 211 shares of VanEck Mortgage REIT Income ETF worth $2.46K as of Q4 2022.
  • VanEck Mortgage REIT Income ETF was a new CoreCap Advisors position in Q4 2022.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1896 holding.
  • CoreCap Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's VanEck Mortgage REIT Income ETF position peaked at $4K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.