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Global Retirement Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Global Retirement Partners’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 		$1.19K Sell
113
-1,193
-91% -$12.6K ﹤0.01% 3854
2025
Q3 		$14.1K Buy
1,306
+1,202
+1,156% +$12.9K ﹤0.01% 2551
2025
Q2 		$1.1K Buy
+104
New +$1.06K ﹤0.01% 3419

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's MORT Position: Q4 2025 in Review

Global Retirement Partners reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 91% in Q4 2025, selling an estimated $12.6K and leaving 113 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3854.

Global Retirement Partners first reported a position in MORT in Q2 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q3 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

  • Global Retirement Partners held 113 shares of VanEck Mortgage REIT Income ETF worth $1.19K as of Q4 2025.
  • Global Retirement Partners sold 1,193 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $12.6K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3854 holding.
  • Global Retirement Partners first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's VanEck Mortgage REIT Income ETF position peaked at $14.1K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.