IA
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IFP Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-518
Closed -$12K – 4037
2022
Q4 		$12K Hold
518
– – ﹤0.01% 3273
2022
Q3 		$12K Hold
518
– – ﹤0.01% 3517
2022
Q2 		$12K Hold
518
– – ﹤0.01% 3264
2022
Q1 		$12K Buy
+518
New +$8.87K ﹤0.01% 3264
2019
Q4 		– Sell
-628
Closed -$15K – 3015
2019
Q3 		$15K Buy
+628
New +$14.4K ﹤0.01% 1889
2019
Q1 		$51K Buy
2,153
+1,460
+211% +$33.6K 0.01% 965
2018
Q4 		$15K Sell
693
-3,035
-81% -$69.4K ﹤0.01% 2294
2018
Q3 		$90K Sell
3,728
-503
-12% -$12.1K ﹤0.01% 1547
2018
Q2 		$101K Buy
4,231
+515
+14% +$11.9K ﹤0.01% 1477
2018
Q1 		$89K Hold
3,716
– – ﹤0.01% 1455
2017
Q4 		$89K Sell
3,716
-1,716
-32% -$41.8K ﹤0.01% 1467
2017
Q3 		$137K Sell
5,432
-473
-8% -$11.7K 0.01% 1370
2017
Q2 		$146K Buy
5,905
+91
+2% +$2.21K 0.01% 1304
2017
Q1 		$140K Buy
5,814
+110
+2% +$2.52K 0.01% 1304
2016
Q4 		$125K Buy
5,704
+112
+2% +$2.45K 0.01% 1311
2016
Q3 		$126K Sell
5,592
-2,027
-27% -$44.7K 0.01% 1241
2016
Q2 		$165K Buy
7,619
+5,466
+254% +$112K 0.01% 1078
2016
Q1 		$51K Sell
2,153
-5,768
-73% -$108K 0.01% 964
2015
Q4 		$155K Buy
+7,921
New +$160K 0.01% 957

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors's MORT Position: Q1 2023 in Review

IFP Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 518 shares — an estimated $12K sold.

IFP Advisors first reported a position in MORT in Q4 2015 and held it in 19 quarters. The position peaked at $165K in Q2 2016. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

  • IFP Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 518 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $12K.
  • IFP Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's VanEck Mortgage REIT Income ETF position peaked at $165K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.