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

Future Financial 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
2025 Q4	–	Sell	-4,000	Closed	-$43.1K	–	308
2025 Q3	$43.1K	Hold	4,000	–	–	0.03%	276
2025 Q2	$42.2K	Hold	4,000	–	–	0.03%	265
2025 Q1	$44.7K	Hold	4,000	–	–	0.03%	253
2024 Q4	$42.5K	Sell	4,000 -500	-11%	-$5.63K	0.03%	254
2024 Q3	$54.3K	Buy	+4,500	New	+$52.4K	0.04%	247
2024 Q2	–	Sell	-4,500	Closed	-$52.6K	–	320
2024 Q1	$52.6K	Buy	+4,500	New	+$50.9K	0.04%	257
2023 Q1	–	Sell	-12,696	Closed	-$148K	–	117
2022 Q4	$148K	Buy	+12,696	New	+$153K	0.17%	108

Other funds holding MORT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Future Financial Wealth Management's MORT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 4,000 shares — an estimated $43.1K sold.

Future Financial Wealth Management first reported a position in MORT in Q4 2022 and held it in 7 quarters. The position peaked at $148K in Q4 2022. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

Future Financial Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 4,000 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $43.1K.
Future Financial Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and held it in 7 quarters.
Future Financial Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $148K in Q4 2022.
92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.