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	-3,200	Closed	-$2K	–	3097
2023 Q4	$2K	Sell	3,200 -500	-14%	-$5.48K	﹤0.01%	3137
2023 Q3	$1K	Buy	3,700 +100	+3%	+$1.18K	﹤0.01%	3568
2023 Q2	$2K	Buy	3,600 +1,800	+100%	+$19.7K	﹤0.01%	3057
2023 Q1	$3K	Sell	1,800 -400	-18%	-$4.93K	﹤0.01%	2988
2022 Q4	$3K	Sell	2,200 -400	-15%	-$4.8K	﹤0.01%	3503
2022 Q3	$9K	Buy	+2,600	New	+$37.4K	﹤0.01%	3201
2022 Q2	–	Sell	-2,300	Closed	-$2K	–	5410
2022 Q1	$2K	Sell	2,300 -2,900	-56%	-$49.7K	﹤0.01%	4711
2021 Q4	$3K	Buy	5,200 +300	+6%	+$5.68K	﹤0.01%	4545
2021 Q3	$2K	Buy	4,900 +1,900	+63%	+$36.2K	﹤0.01%	5046
2021 Q2	$1K	Buy	+3,000	New	+$58.2K	﹤0.01%	5352

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.