Global Financial Private Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Global Financial Private Capital’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
2020 Q2	$2K	Hold	116	–	–	﹤0.01%	345
2020 Q1	$1K	Hold	116	–	–	﹤0.01%	366
2019 Q4	$3K	Hold	116	–	–	﹤0.01%	348
2019 Q3	$3K	Sell	116 -47	-29%	-$1.08K	﹤0.01%	340
2019 Q2	$4K	Buy	+163	New	+$3.77K	﹤0.01%	403

Other funds holding MORT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Global Financial Private Capital's MORT Position: Q2 2020 in Review

Global Financial Private Capital held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2020 at 116 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Global Financial Private Capital first reported a position in MORT in Q2 2019 and has held it in 5 quarters since. The position peaked at $4K in Q2 2019. 59 funds tracked by Wall St. Rank hold MORT as of Q2 2020.

Global Financial Private Capital held 116 shares of VanEck Mortgage REIT Income ETF worth $2K as of Q2 2020.
Global Financial Private Capital left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2020.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #345 holding.
Global Financial Private Capital first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and has held it in 5 quarters since.
Global Financial Private Capital's VanEck Mortgage REIT Income ETF position peaked at $4K in Q2 2019.
59 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.