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HUB Investment Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

HUB Investment Partners’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
2025
Q3 		– Sell
-10,727
Closed -$113K – 915
2025
Q2 		$113K Buy
10,727
+82
+0.8% +$833 ﹤0.01% 671
2025
Q1 		$119K Hold
10,645
– – ﹤0.01% 578
2024
Q4 		$113K Buy
10,645
+129
+1% +$1.45K ﹤0.01% 537
2024
Q3 		$127K Buy
10,516
+46
+0.4% +$536 0.01% 502
2024
Q2 		$117K Buy
10,470
+52
+0.5% +$574 ﹤0.01% 469
2024
Q1 		$122K Sell
10,418
-1,945
-16% -$22K 0.01% 453
2023
Q4 		$146K Buy
12,363
+60
+0.5% +$658 0.01% 387
2023
Q3 		$140K Buy
12,303
+45
+0.4% +$532 0.02% 251
2023
Q2 		$147K Buy
12,258
+75
+0.6% +$821 0.02% 242
2023
Q1 		$138K Buy
+12,183
New +$150K 0.03% 214
2022
Q4 		– Sell
-12,065
Closed -$133K – 149
2022
Q3 		$133K Buy
12,065
+36
+0.3% +$517 0.04% 177
2022
Q2 		$168K Sell
12,029
-4,509
-27% -$68.7K 0.05% 163
2022
Q1 		$282K Sell
16,538
-2,554
-13% -$43.8K 0.07% 149
2021
Q4 		$343K Buy
19,092
+162
+0.9% +$3.07K 0.08% 141
2021
Q3 		$360K Sell
18,930
-1,938
-9% -$36.9K 0.09% 152
2021
Q2 		$414K Sell
20,868
-8,913
-30% -$173K 0.11% 131
2021
Q1 		$564K Sell
29,781
-3,239
-10% -$57.5K 0.17% 113
2020
Q4 		$460K Buy
+33,020
New +$506K 0.21% 98

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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

HUB Investment Partners's MORT Position: Q3 2025 in Review

HUB Investment Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2025, closing a stake of 10,727 shares — an estimated $113K sold.

HUB Investment Partners first reported a position in MORT in Q4 2020 and held it in 18 quarters. The position peaked at $564K in Q1 2021. 84 funds tracked by Wall St. Rank hold MORT as of Q3 2025.

  • HUB Investment Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2025 after selling out during the quarter.
  • HUB Investment Partners sold 10,727 VanEck Mortgage REIT Income ETF shares in Q3 2025, an estimated $113K.
  • HUB Investment Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and held it in 18 quarters.
  • HUB Investment Partners's VanEck Mortgage REIT Income ETF position peaked at $564K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2025.

Based on HUB Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.