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

Focused Wealth 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
2026 Q1	–	Sell	-109,587	Closed	-$1.15M	–	248
2025 Q4	$1.15M	Buy	+109,587	New	+$1.16M	0.12%	73
2023 Q1	–	Sell	-872	Closed	-$10.2K	–	1113
2022 Q4	$10.2K	Buy	+872	New	+$10.5K	﹤0.01%	529
2021 Q3	–	Sell	-11	Closed	–	–	1067
2021 Q2	$0	Hold	11	–	–	﹤0.01%	994
2021 Q1	$0	Hold	11	–	–	﹤0.01%	965
2020 Q4	$0	Buy	+11	New	+$169	﹤0.01%	872

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Focused Wealth Management's MORT Position: Q1 2026 in Review

Focused Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 109,587 shares — an estimated $1.15M sold.

Focused Wealth Management first reported a position in MORT in Q4 2020 and held it in 5 quarters. The position peaked at $1.15M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Focused Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
Focused Wealth Management sold 109,587 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.15M.
Focused Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and held it in 5 quarters.
Focused Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $1.15M in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.