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

Harbour 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	$103	Hold	10	–	–	﹤0.01%	4501
2025 Q4	$105	Hold	10	–	–	﹤0.01%	3737
2025 Q3	$108	Hold	10	–	–	﹤0.01%	3635
2025 Q2	$106	Hold	10	–	–	﹤0.01%	3510
2025 Q1	$112	Hold	10	–	–	﹤0.01%	3469
2024 Q4	$106	Hold	10	–	–	﹤0.01%	3400
2024 Q3	$121	Sell	10 -118	-92%	-$1.38K	﹤0.01%	3307
2024 Q2	$1.43K	Hold	128	–	–	﹤0.01%	2909
2024 Q1	$1.5K	Hold	128	–	–	﹤0.01%	2846
2023 Q4	$1.51K	Hold	128	–	–	﹤0.01%	2749
2023 Q3	$1.46K	Hold	128	–	–	﹤0.01%	2623
2023 Q2	$1.54K	Hold	128	–	–	﹤0.01%	2613
2023 Q1	$1.45K	Hold	128	–	–	﹤0.01%	2624
2022 Q4	$1.49K	Sell	128 -25	-16%	-$300	﹤0.01%	2584
2022 Q3	$2K	Hold	153	–	–	﹤0.01%	2465
2022 Q2	$2K	Buy	+153	New	+$2.33K	﹤0.01%	2465
2021 Q4	$3K	Hold	143	–	–	﹤0.01%	2334
2021 Q3	$3K	Buy	143 +25	+21%	+$476	﹤0.01%	3204
2021 Q2	$2K	Hold	118	–	–	﹤0.01%	3397
2021 Q1	$2K	Buy	+118	New	+$2.09K	﹤0.01%	3241

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

Harbour Investments's MORT Position: Q1 2026 in Review

Harbour Investments held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2026 at 10 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

Harbour Investments first reported a position in MORT in Q1 2021 and has held it in 20 quarters since. The position peaked at $3K in Q4 2021. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Harbour Investments held 10 shares of VanEck Mortgage REIT Income ETF worth $103 as of Q1 2026.
Harbour Investments left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4501 holding.
Harbour Investments first reported a position in VanEck Mortgage REIT Income ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's VanEck Mortgage REIT Income ETF position peaked at $3K in Q4 2021.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.