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Elevated Capital Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Elevated Capital Advisors’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
Q1 		$236 Hold
23
– – ﹤0.01% 827
2025
Q4 		$242 Buy
+23
New +$243 ﹤0.01% 806

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Elevated Capital Advisors's MORT Position: Q1 2026 in Review

Elevated Capital Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2026 at 23 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Elevated Capital Advisors first reported a position in MORT in Q4 2025 and has held it in 2 quarters since. The position peaked at $242 in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Elevated Capital Advisors held 23 shares of VanEck Mortgage REIT Income ETF worth $236 as of Q1 2026.
  • Elevated Capital Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #827 holding.
  • Elevated Capital Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's VanEck Mortgage REIT Income ETF position peaked at $242 in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.