BFC Planning, Inc.’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

BFC Planning, Inc.’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	$77.3K	Sell	7,464 -5,351	-42%	-$54.7K	﹤0.01%	1338
2026 Q1	$131K	Buy	12,815 +1,350	+12%	+$14.4K	0.01%	1022
2025 Q4	$121K	Buy	11,465 +82	+0.7%	+$867	0.01%	1045
2025 Q3	$123K	Buy	11,383 +29	+0.3%	+$312	0.01%	851
2025 Q2	$120K	Buy	11,354 +41	+0.4%	+$416	0.01%	811
2025 Q1	$126K	Hold	11,313	–	–	0.01%	777
2024 Q4	$120K	Buy	+11,313	New	+$127K	0.01%	789

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s MORT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 42% in Q2 2026, selling an estimated $54.7K and leaving 7,464 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

BFC Planning, Inc. first reported a position in MORT in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q1 2026. 93 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

BFC Planning, Inc. held 7,464 shares of VanEck Mortgage REIT Income ETF worth $77.3K as of Q2 2026.
BFC Planning, Inc. sold 5,351 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $54.7K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1338 holding.
BFC Planning, Inc. first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck Mortgage REIT Income ETF position peaked at $131K in Q1 2026.
93 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.