Drive Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Drive Wealth Management’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
2025 Q4	–	Sell	-127,503	Closed	-$1.37M	–	410
2025 Q3	$1.37M	Sell	127,503 -216,922	-63%	-$2.34M	0.29%	72
2025 Q2	$3.64M	Buy	344,425 +27,823	+9%	+$283K	0.8%	25
2025 Q1	$3.54M	Buy	316,602 +20,752	+7%	+$232K	0.83%	25
2024 Q4	$3.14M	Buy	295,850 +22,829	+8%	+$257K	0.77%	26
2024 Q3	$3.3M	Buy	273,021 +106,518	+64%	+$1.24M	0.86%	21
2024 Q2	$1.86M	Buy	166,503 +37,910	+29%	+$419K	0.5%	36
2024 Q1	$1.5M	Buy	+128,593	New	+$1.46M	0.42%	43

Other funds holding MORT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Drive Wealth Management's MORT Position: Q4 2025 in Review

Drive Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 127,503 shares — an estimated $1.37M sold.

Drive Wealth Management first reported a position in MORT in Q1 2024 and held it in 7 quarters. The position peaked at $3.64M in Q2 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

Drive Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 127,503 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $1.37M.
Drive Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 7 quarters.
Drive Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $3.64M in Q2 2025.
92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.