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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
2023
Q2 		– Sell
-11,700
Closed -$6K – 3947
2023
Q1 		$6K Buy
+11,700
New +$144K ﹤0.01% 2644
2022
Q3 		– Sell
-7,000
Closed -$1K – 5286
2022
Q2 		$1K Buy
+7,000
New +$107K ﹤0.01% 4656

Other funds holding MORT

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