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

Cutler 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
2024 Q1	–	Sell	-1,000	Closed	-$11K	–	3096
2023 Q4	$11K	Buy	1,000 +700	+233%	+$7.67K	﹤0.01%	2339
2023 Q3	$3K	Sell	300 -700	-70%	-$8.27K	﹤0.01%	3124
2023 Q2	$12K	Buy	+1,000	New	+$11K	﹤0.01%	2153
2023 Q1	–	Sell	-2,832	Closed	-$34.9K	–	4360
2022 Q4	$33K	Buy	2,832 +854	+43%	+$10.3K	﹤0.01%	1865
2022 Q3	$21K	Buy	1,978 +566	+40%	+$8.13K	﹤0.01%	2581
2022 Q2	$19K	Buy	+1,412	New	+$21.5K	﹤0.01%	2714
2022 Q1	–	Sell	-200	Closed	-$3.43K	–	5759
2021 Q4	$3K	Buy	+200	New	+$3.79K	﹤0.01%	4544

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Cutler Group's MORT Position: Q1 2024 in Review

Cutler Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2024, closing a stake of 1,000 shares — an estimated $11K sold.

Cutler Group first reported a position in MORT in Q4 2021 and held it in 7 quarters. The position peaked at $33K in Q4 2022. 77 funds tracked by Wall St. Rank hold MORT as of Q1 2024.

Cutler Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 1,000 VanEck Mortgage REIT Income ETF shares in Q1 2024, an estimated $11K.
Cutler Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and held it in 7 quarters.
Cutler Group's VanEck Mortgage REIT Income ETF position peaked at $33K in Q4 2022.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.