H&H Retirement Design & Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

H&H Retirement Design & Management’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	$1.3M	Buy	121,850 +23,677	+24%	+$253K	0.61%	39
2025 Q4	$1.05M	Sell	98,173 -11,312	-10%	-$120K	0.54%	41
2025 Q3	$1.14M	Buy	109,485 +31	+0%	+$334	0.61%	36
2025 Q2	$1.14M	Buy	109,454 +14,507	+15%	+$147K	0.63%	37
2025 Q1	$895K	Buy	94,947 +472	+0.5%	+$5.29K	0.6%	35
2024 Q4	$1.09M	Buy	94,475 +5,174	+6%	+$58.2K	0.66%	34
2024 Q3	$1.03M	Buy	89,301 +6,066	+7%	+$70.7K	0.61%	41
2024 Q2	$988K	Buy	83,235 +1,953	+2%	+$21.6K	0.61%	41
2024 Q1	$874K	Sell	81,282 -7,200	-8%	-$81.5K	0.58%	38
2023 Q4	$956K	Buy	+88,482	New	+$970K	0.6%	34

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

H&H Retirement Design & Management's MORT Position: Q1 2026 in Review

H&H Retirement Design & Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 24% in Q1 2026, buying an estimated $253K and bringing the position to 121,850 shares worth $1.3M. The position accounts for 0.61% of the portfolio, ranked #39.

H&H Retirement Design & Management first reported a position in MORT in Q4 2023 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

H&H Retirement Design & Management held 121,850 shares of VanEck Mortgage REIT Income ETF worth $1.3M as of Q1 2026.
H&H Retirement Design & Management bought 23,677 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $253K.
VanEck Mortgage REIT Income ETF made up 0.61% of H&H Retirement Design & Management's portfolio in Q1 2026, its #39 holding.
H&H Retirement Design & Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.