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Cornerstone Wealth Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Cornerstone Wealth Group’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
2021
Q3 		– Sell
-31,061
Closed -$569K – 157
2021
Q2 		$569K Sell
31,061
-23,697
-43% -$460K 0.12% 105
2021
Q1 		$1.03M Buy
+54,758
New +$971K 0.21% 103

Other funds holding MORT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cornerstone Wealth Group's MORT Position: Q3 2021 in Review

Cornerstone Wealth Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2021, closing a stake of 31,061 shares — an estimated $569K sold.

Cornerstone Wealth Group first reported a position in MORT in Q1 2021 and held it in 2 quarters. The position peaked at $1.03M in Q1 2021. 58 funds tracked by Wall St. Rank hold MORT as of Q3 2021.

  • Cornerstone Wealth Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2021 after selling out during the quarter.
  • Cornerstone Wealth Group sold 31,061 VanEck Mortgage REIT Income ETF shares in Q3 2021, an estimated $569K.
  • Cornerstone Wealth Group first reported a position in VanEck Mortgage REIT Income ETF in Q1 2021 and held it in 2 quarters.
  • Cornerstone Wealth Group's VanEck Mortgage REIT Income ETF position peaked at $1.03M in Q1 2021.
  • 58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2021.

Based on Cornerstone Wealth Group's 13F filing for Q3 2021, filed 29 Oct 2021.