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

Integras 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
2026 Q2	$1.85M	Buy	178,598 +19,606	+12%	+$201K	1.02%	38
2026 Q1	$1.63M	Buy	158,992 +20,141	+15%	+$215K	1.07%	39
2025 Q4	$1.46M	Sell	138,851 -9,013	-6%	-$95.2K	1.18%	36
2025 Q3	$1.59M	Buy	147,864 +22,913	+18%	+$247K	1.29%	34
2025 Q2	$1.32M	Sell	124,951 -18,505	-13%	-$188K	1.33%	33
2025 Q1	$1.6M	Buy	143,456 +25,221	+21%	+$283K	1.45%	31
2024 Q4	$1.26M	Buy	+118,235	New	+$1.33M	1.07%	35

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integras Partners's MORT Position: Q2 2026 in Review

Integras Partners increased its VanEck Mortgage REIT Income ETF (MORT) stake by 12% in Q2 2026, buying an estimated $201K and bringing the position to 178,598 shares worth $1.85M. The position accounts for 1.02% of the portfolio, ranked #38.

Integras Partners first reported a position in MORT in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Integras Partners held 178,598 shares of VanEck Mortgage REIT Income ETF worth $1.85M as of Q2 2026.
Integras Partners bought 19,606 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $201K.
VanEck Mortgage REIT Income ETF made up 1.02% of Integras Partners's portfolio in Q2 2026, its #38 holding.
Integras Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Integras Partners's 13F filing for Q2 2026, filed 24 Jul 2026.