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Harvest Investment Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Harvest Investment Services’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
-13,608
Closed -$143K – 370
2025
Q4 		$143K Hold
13,608
– – 0.03% 320
2025
Q3 		$147K Sell
13,608
-181
-1% -$1.95K 0.03% 313
2025
Q2 		$146K Buy
13,789
+2,259
+20% +$22.9K 0.03% 312
2025
Q1 		$129K Buy
11,530
+526
+5% +$5.89K 0.04% 269
2024
Q4 		$117K Buy
+11,004
New +$124K 0.03% 283

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
AO
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

Harvest Investment Services's MORT Position: Q1 2026 in Review

Harvest Investment Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 13,608 shares — an estimated $143K sold.

Harvest Investment Services first reported a position in MORT in Q4 2024 and held it in 5 quarters. The position peaked at $147K in Q3 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Harvest Investment Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 13,608 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $143K.
  • Harvest Investment Services first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and held it in 5 quarters.
  • Harvest Investment Services's VanEck Mortgage REIT Income ETF position peaked at $147K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.