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Householder Group Estate & Retirement Specialist’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-357
Closed -$4K – 943
2024
Q3 		$4K Buy
357
+2
+0.6% +$23 ﹤0.01% 960
2024
Q2 		$3K Sell
355
-115
-24% -$1.27K ﹤0.01% 1020
2024
Q1 		$5.49K Hold
470
– – ﹤0.01% 918
2023
Q4 		$5K Buy
470
+5
+1% +$55 ﹤0.01% 892
2023
Q3 		$5.29K Buy
+465
New +$5.5K ﹤0.01% 930
2023
Q1 		$5K Buy
+460
New +$5.67K ﹤0.01% 960
2022
Q4 		– Sell
-387
Closed -$4K – 808
2022
Q3 		$4K Buy
+387
New +$5.56K ﹤0.01% 897

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MORT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 357 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in MORT in Q3 2022 and held it in 7 quarters. The position peaked at $5.49K in Q1 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 357 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in VanEck Mortgage REIT Income ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's VanEck Mortgage REIT Income ETF position peaked at $5.49K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.