Founders Financial Alliance’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Founders Financial Alliance’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	$513	Hold	50	–	–	﹤0.01%	731
2025 Q4	$526	Hold	50	–	–	﹤0.01%	602
2025 Q3	$539	Hold	50	–	–	﹤0.01%	707
2025 Q2	$528	Sell	50 -10	-17%	-$102	﹤0.01%	538
2025 Q1	$671	Hold	60	–	–	﹤0.01%	609
2024 Q4	$637	Hold	60	–	–	﹤0.01%	572
2024 Q3	$725	Hold	60	–	–	﹤0.01%	582
2024 Q2	$672	Sell	60 -203	-77%	-$2.24K	﹤0.01%	550
2024 Q1	$3.08K	Buy	+263	New	+$2.98K	﹤0.01%	529
2022 Q3	–	Sell	-612	Closed	-$9K	–	520
2022 Q2	$9K	Buy	+612	New	+$9.32K	﹤0.01%	438
2020 Q4	–	Sell	-418	Closed	-$6K	–	927
2020 Q3	$6K	Buy	+418	New	+$5.76K	﹤0.01%	923

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

Founders Financial Alliance's MORT Position: Q1 2026 in Review

Founders Financial Alliance held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2026 at 50 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Founders Financial Alliance first reported a position in MORT in Q3 2020 and has held it in 11 quarters since. The position peaked at $9K in Q2 2022. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Founders Financial Alliance held 50 shares of VanEck Mortgage REIT Income ETF worth $513 as of Q1 2026.
Founders Financial Alliance left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #731 holding.
Founders Financial Alliance first reported a position in VanEck Mortgage REIT Income ETF in Q3 2020 and has held it in 11 quarters since.
Founders Financial Alliance's VanEck Mortgage REIT Income ETF position peaked at $9K in Q2 2022.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.