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Independent Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Independent Financial Group’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
-22,024
Closed -$231K – 1493
2025
Q4 		$231K Sell
22,024
-10,364
-32% -$110K 0.01% 1272
2025
Q3 		$349K Sell
32,388
-43,057
-57% -$463K 0.01% 1014
2025
Q2 		$797K Sell
75,445
-76,281
-50% -$775K 0.02% 614
2025
Q1 		$1.69M Buy
+151,726
New +$1.7M 0.06% 325
2022
Q1 		– Sell
-85,337
Closed -$1.53M – 828
2021
Q4 		$1.53M Buy
85,337
+2,964
+4% +$56.1K 0.13% 164
2021
Q3 		$1.57M Buy
82,373
+3,800
+5% +$72.4K 0.16% 131
2021
Q2 		$1.56M Buy
78,573
+4,300
+6% +$83.5K 0.17% 138
2021
Q1 		$1.41M Buy
74,273
+20,898
+39% +$371K 0.18% 139
2020
Q4 		$894K Buy
53,375
+4,950
+10% +$75.9K 0.13% 182
2020
Q3 		$674K Buy
48,425
+25,050
+107% +$345K 0.13% 181
2020
Q2 		$315K Buy
+23,375
New +$274K 0.07% 307

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Independent Financial Group's MORT Position: Q1 2026 in Review

Independent Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 22,024 shares — an estimated $231K sold.

Independent Financial Group first reported a position in MORT in Q2 2020 and held it in 11 quarters. The position peaked at $1.69M in Q1 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Independent Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 22,024 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $231K.
  • Independent Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and held it in 11 quarters.
  • Independent Financial Group's VanEck Mortgage REIT Income ETF position peaked at $1.69M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.