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

Evoke Wealth’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
2021
Q2 		– Sell
-131
Closed -$2K – 1209
2021
Q1 		$2K Buy
+131
New +$2.32K ﹤0.01% 1037

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Evoke Wealth's MORT Position: Q2 2021 in Review

Evoke Wealth sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2021, closing a stake of 131 shares — an estimated $2K sold.

Evoke Wealth first reported a position in MORT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 62 funds tracked by Wall St. Rank hold MORT as of Q2 2021.

  • Evoke Wealth reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2021 after selling out during the quarter.
  • Evoke Wealth sold 131 VanEck Mortgage REIT Income ETF shares in Q2 2021, an estimated $2K.
  • Evoke Wealth first reported a position in VanEck Mortgage REIT Income ETF in Q1 2021 and held it in 1 quarter.
  • Evoke Wealth's VanEck Mortgage REIT Income ETF position peaked at $2K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.