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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
2026
Q2 		$1.22K Buy
+118
New +$1.21K ﹤0.01% 4159
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's MORT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 118 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #4159 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MORT as recently as Q4 2025.

Global Retirement Partners first reported a position in MORT in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q3 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Global Retirement Partners held 118 shares of VanEck Mortgage REIT Income ETF worth $1.22K as of Q2 2026.
  • VanEck Mortgage REIT Income ETF was a new Global Retirement Partners position in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4159 holding.
  • Global Retirement Partners first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's VanEck Mortgage REIT Income ETF position peaked at $14.1K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.