Fifth Third Securities’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Fifth Third Securities’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 Q2	$624K	Sell	60,209 -1,472	-2%	-$15.1K	0.04%	271
2026 Q1	$633K	Buy	61,681 +8,489	+16%	+$90.6K	0.04%	255
2025 Q4	$559K	Buy	53,192 +977	+2%	+$10.3K	0.04%	252
2025 Q3	$562K	Buy	52,215 +4,742	+10%	+$51K	0.04%	241
2025 Q2	$501K	Buy	47,473 +9,481	+25%	+$96.3K	0.04%	241
2025 Q1	$424K	Buy	37,992 +1,353	+4%	+$15.2K	0.04%	252
2024 Q4	$389K	Buy	36,639 +9,026	+33%	+$102K	0.03%	256
2024 Q3	$333K	Sell	27,613 -1,954	-7%	-$22.8K	0.03%	230
2024 Q2	$331K	Buy	+29,567	New	+$327K	0.03%	248

Other funds holding MORT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fifth Third Securities's MORT Position: Q2 2026 in Review

Fifth Third Securities reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 2.4% in Q2 2026, selling an estimated $15.1K and leaving 60,209 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #271.

Fifth Third Securities first reported a position in MORT in Q2 2024 and has held it in 9 quarters since. The position peaked at $633K in Q1 2026. 9 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Fifth Third Securities held 60,209 shares of VanEck Mortgage REIT Income ETF worth $624K as of Q2 2026.
Fifth Third Securities sold 1,472 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $15.1K.
VanEck Mortgage REIT Income ETF made up 0.04% of Fifth Third Securities's portfolio in Q2 2026, its #271 holding.
Fifth Third Securities first reported a position in VanEck Mortgage REIT Income ETF in Q2 2024 and has held it in 9 quarters since.
Fifth Third Securities's VanEck Mortgage REIT Income ETF position peaked at $633K in Q1 2026.
9 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.