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Garton & Associates Financial Advisors’s Ellington Residential Mortgage REIT EARN Stock Holding History

Garton & Associates Financial Advisors’s Portfolio EARN Stock Details EARN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,850
Closed -$20.3K – 284
2025
Q4 		$20.3K Buy
+3,850
New +$20.2K 0.01% 625

Other funds holding EARN

DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $200M AUM 15% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Garton & Associates Financial Advisors's EARN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Ellington Residential Mortgage REIT (EARN) in Q1 2026, closing a stake of 3,850 shares — an estimated $20.3K sold.

Garton & Associates Financial Advisors first reported a position in EARN in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 46 funds tracked by Wall St. Rank hold EARN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Ellington Residential Mortgage REIT position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,850 Ellington Residential Mortgage REIT shares in Q1 2026, an estimated $20.3K.
  • Garton & Associates Financial Advisors first reported a position in Ellington Residential Mortgage REIT in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Ellington Residential Mortgage REIT position peaked at $20.3K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Ellington Residential Mortgage REIT as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.