Custom Index Systems’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Custom Index Systems’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
2026 Q2	$29.5K	Buy	+2,851	New	+$29.2K	0.01%	441

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Custom Index Systems's MORT Position: Q2 2026 in Review

Custom Index Systems opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 2,851 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Custom Index Systems held 2,851 shares of VanEck Mortgage REIT Income ETF worth $29.5K as of Q2 2026.
VanEck Mortgage REIT Income ETF was a new Custom Index Systems position in Q2 2026.
VanEck Mortgage REIT Income ETF made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #441 holding.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.