Guardian Wealth Advisors (North Carolina)’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q3	–	Sell	-3,546	Closed	-$39.7K	–	464
2024 Q2	$39.7K	Hold	3,546	–	–	﹤0.01%	313
2024 Q1	$41.5K	Hold	3,546	–	–	0.01%	329
2023 Q4	$41.9K	Hold	3,546	–	–	0.01%	316
2023 Q3	$40.3K	Hold	3,546	–	–	0.01%	309
2023 Q2	$42.6K	Hold	3,546	–	–	0.01%	292
2023 Q1	$40.1K	Buy	+3,546	New	+$43.7K	0.01%	284

Other funds holding MORT

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s MORT Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2024, closing a stake of 3,546 shares — an estimated $39.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MORT in Q1 2023 and held it in 6 quarters. The position peaked at $42.6K in Q2 2023. 72 funds tracked by Wall St. Rank hold MORT as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,546 VanEck Mortgage REIT Income ETF shares in Q3 2024, an estimated $39.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s VanEck Mortgage REIT Income ETF position peaked at $42.6K in Q2 2023.
72 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.