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Fifth Lane Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Fifth Lane Capital’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
2022
Q3 		– Sell
-225
Closed -$3K – 241
2022
Q2 		$3K Buy
+225
New +$3.43K ﹤0.01% 303

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Fifth Lane Capital's MORT Position: Q3 2022 in Review

Fifth Lane Capital sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2022, closing a stake of 225 shares — an estimated $3K sold.

Fifth Lane Capital first reported a position in MORT in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 62 funds tracked by Wall St. Rank hold MORT as of Q3 2022.

  • Fifth Lane Capital reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2022 after selling out during the quarter.
  • Fifth Lane Capital sold 225 VanEck Mortgage REIT Income ETF shares in Q3 2022, an estimated $3K.
  • Fifth Lane Capital first reported a position in VanEck Mortgage REIT Income ETF in Q2 2022 and held it in 1 quarter.
  • Fifth Lane Capital's VanEck Mortgage REIT Income ETF position peaked at $3K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2022.

Based on Fifth Lane Capital's 13F filing for Q3 2022, filed 14 Nov 2022.