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Howe & Rusling’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Howe & Rusling’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
-364
Closed -$4.39K – 444
2024
Q3 		$4.39K Buy
+364
New +$4.24K ﹤0.01% 374

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $94B AUM 20.14% 1-Year Est. Return

Howe & Rusling's MORT Position: Q4 2024 in Review

Howe & Rusling sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 364 shares — an estimated $4.39K sold.

Howe & Rusling first reported a position in MORT in Q3 2024 and held it in 1 quarter. The position peaked at $4.39K in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • Howe & Rusling reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 364 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $4.39K.
  • Howe & Rusling first reported a position in VanEck Mortgage REIT Income ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's VanEck Mortgage REIT Income ETF position peaked at $4.39K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.