Institute for Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Institute for Wealth Management’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	$271K	Hold	26,455	–	–	0.03%	449
2025 Q4	$278K	Buy	26,455 +644	+2%	+$6.81K	0.03%	452
2025 Q3	$278K	Hold	25,811	–	–	0.03%	471
2025 Q2	$273K	Buy	25,811 +11,036	+75%	+$112K	0.03%	454
2025 Q1	$165K	Hold	14,775	–	–	0.02%	515
2024 Q4	$157K	Hold	14,775	–	–	0.02%	496
2024 Q3	$178K	Hold	14,775	–	–	0.02%	524
2024 Q2	$165K	Hold	14,775	–	–	0.02%	489
2024 Q1	$173K	Hold	14,775	–	–	0.02%	494
2023 Q4	$175K	Buy	+14,775	New	+$162K	0.03%	471

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Institute for Wealth Management's MORT Position: Q1 2026 in Review

Institute for Wealth Management held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2026 at 26,455 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #449.

Institute for Wealth Management first reported a position in MORT in Q4 2023 and has held it in 10 quarters since. The position peaked at $278K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Institute for Wealth Management held 26,455 shares of VanEck Mortgage REIT Income ETF worth $271K as of Q1 2026.
Institute for Wealth Management left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2026.
VanEck Mortgage REIT Income ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #449 holding.
Institute for Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 10 quarters since.
Institute for Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $278K in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.