Gradient Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Gradient Investments’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 Q1	–	Sell	-706,782	Closed	-$7.43M	–	424
2025 Q4	$7.43M	Buy	706,782 +12,790	+2%	+$135K	0.12%	166
2025 Q3	$7.47M	Buy	693,992 +10,324	+2%	+$111K	0.12%	158
2025 Q2	$7.22M	Buy	683,668 +39,206	+6%	+$398K	0.13%	156
2025 Q1	$7.2M	Buy	644,462 +40,184	+7%	+$450K	0.15%	145
2024 Q4	$6.42M	Buy	604,278 +35,783	+6%	+$403K	0.13%	141
2024 Q3	$6.86M	Buy	568,495 +36,460	+7%	+$425K	0.14%	133
2024 Q2	$5.95M	Buy	532,035 +531,311	+73,385%	+$5.87M	0.13%	137
2024 Q1	$8.47K	Hold	724	–	–	﹤0.01%	657
2023 Q4	$8.56K	Hold	724	–	–	﹤0.01%	869
2023 Q3	$8.24K	Hold	724	–	–	﹤0.01%	841
2023 Q2	$8.7K	Sell	724 -2	-0.3%	-$22	﹤0.01%	832
2023 Q1	$8.21K	Sell	726 -76	-9%	-$936	﹤0.01%	852
2022 Q4	$9.36K	Sell	802 -3,378	-81%	-$40.6K	﹤0.01%	825
2022 Q3	$46K	Sell	4,180 -281,770	-99%	-$4.05M	﹤0.01%	493
2022 Q2	$4M	Sell	285,950 -208	-0.1%	-$3.17K	0.12%	150
2022 Q1	$4.89M	Sell	286,158 -441,264	-61%	-$7.56M	0.13%	143
2021 Q4	$13.1M	Buy	727,422 +10,743	+1%	+$203K	0.33%	90
2021 Q3	$13.6M	Buy	716,679 +35,884	+5%	+$684K	0.38%	56
2021 Q2	$13.5M	Buy	680,795 +117,702	+21%	+$2.28M	0.4%	50
2021 Q1	$10.7M	Sell	563,093 -245,928	-30%	-$4.36M	0.35%	81
2020 Q4	$11.3M	Sell	809,021 -10,853	-1%	-$166K	0.48%	50
2020 Q3	$11.4M	Sell	819,874 -10,529	-1%	-$145K	0.48%	50
2020 Q2	$11.2M	Buy	830,403 +304,932	+58%	+$3.57M	0.51%	52
2020 Q1	$5.25M	Sell	525,471 -17,153	-3%	-$370K	0.28%	85
2019 Q4	$13M	Buy	542,624 +304,164	+128%	+$7.18M	0.58%	34
2019 Q3	$5.55M	Buy	238,460 +41,774	+21%	+$957K	0.27%	91
2019 Q2	$4.56M	Buy	196,686 +35,623	+22%	+$823K	0.23%	93
2019 Q1	$3.8M	Sell	161,063 -23,276	-13%	-$536K	0.25%	82
2018 Q4	$3.93M	Sell	184,339 -7,014	-4%	-$160K	0.24%	81
2018 Q3	$4.59M	Sell	191,353 -12,713	-6%	-$306K	0.24%	81
2018 Q2	$4.87M	Sell	204,066 -14,178	-6%	-$328K	0.26%	80
2018 Q1	$5.02M	Sell	218,244 -19,584	-8%	-$443K	0.27%	81
2017 Q4	$5.73M	Sell	237,828 -14,152	-6%	-$345K	0.33%	78
2017 Q3	$6.37M	Buy	251,980 +16,434	+7%	+$405K	0.41%	76
2017 Q2	$5.82M	Buy	235,546 +14,120	+6%	+$343K	0.41%	78
2017 Q1	$5.32M	Buy	221,426 +21,997	+11%	+$503K	0.41%	78
2016 Q4	$4.36M	Buy	199,429 +8,093	+4%	+$177K	0.38%	82
2016 Q3	$4.3M	Buy	191,336 +21,576	+13%	+$476K	0.42%	72
2016 Q2	$3.67M	Buy	169,760 +26,707	+19%	+$548K	0.4%	78
2016 Q1	$2.89M	Buy	143,053 +5,053	+4%	+$94.5K	0.36%	83
2015 Q4	$2.7M	Buy	138,000 +7,113	+5%	+$144K	0.36%	83
2015 Q3	$2.69M	Buy	130,887 +11,890	+10%	+$256K	0.38%	83
2015 Q2	$2.61M	Buy	118,997 +14,764	+14%	+$347K	0.36%	85
2015 Q1	$2.53M	Buy	104,233 +8,176	+9%	+$194K	0.38%	84
2014 Q4	$2.28M	Buy	96,057 +18,747	+24%	+$459K	0.38%	80
2014 Q3	$1.84M	Buy	77,310 +24,352	+46%	+$603K	0.33%	84
2014 Q2	$1.35M	Buy	52,958 +20,843	+65%	+$512K	0.26%	82
2014 Q1	$786K	Buy	32,115 +14,053	+78%	+$333K	0.18%	93
2013 Q4	$400K	Buy	18,062 +17,282	+2,216%	+$399K	0.11%	107
2013 Q3	$19K	Buy	+780	New	+$18.4K	0.01%	233

Other funds holding MORT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Gradient Investments's MORT Position: Q1 2026 in Review

Gradient Investments sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 706,782 shares — an estimated $7.43M sold.

Gradient Investments first reported a position in MORT in Q3 2013 and held it in 50 quarters. The position peaked at $13.6M in Q3 2021. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Gradient Investments reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
Gradient Investments sold 706,782 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $7.43M.
Gradient Investments first reported a position in VanEck Mortgage REIT Income ETF in Q3 2013 and held it in 50 quarters.
Gradient Investments's VanEck Mortgage REIT Income ETF position peaked at $13.6M in Q3 2021.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Gradient Investments's 13F filing for Q1 2026, filed 13 Apr 2026.