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Flaharty Asset Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Flaharty Asset 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
2023
Q1 		– Sell
-53,811
Closed -$628K – 115
2022
Q4 		$628K Buy
+53,811
New +$646K 0.12% 60

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
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
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Flaharty Asset Management's MORT Position: Q1 2023 in Review

Flaharty Asset Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 53,811 shares — an estimated $628K sold.

Flaharty Asset Management first reported a position in MORT in Q4 2022 and held it in 1 quarter. The position peaked at $628K in Q4 2022. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

  • Flaharty Asset Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
  • Flaharty Asset Management sold 53,811 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $628K.
  • Flaharty Asset Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and held it in 1 quarter.
  • Flaharty Asset Management's VanEck Mortgage REIT Income ETF position peaked at $628K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on Flaharty Asset Management's 13F filing for Q1 2023, filed 10 May 2023.