Janney Montgomery Scott’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Janney Montgomery Scott’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 Q2	–	Sell	-40,423	Closed	-$452K	–	2787
2025 Q1	$452K	Buy	40,423 +17,091	+73%	+$191K	﹤0.01%	2053
2024 Q4	$248K	Buy	23,332 +5,000	+27%	+$56.3K	﹤0.01%	2430
2024 Q3	$221K	Buy	18,332 +2,903	+19%	+$33.8K	﹤0.01%	2471
2024 Q2	$173K	Buy	15,429 +2,109	+16%	+$23.3K	﹤0.01%	2476
2024 Q1	$156K	Buy	13,320 +2,759	+26%	+$31.2K	﹤0.01%	2615
2023 Q4	$125K	Buy	+10,561	New	+$116K	﹤0.01%	2532
2023 Q1	–	Sell	-21,416	Closed	-$250K	–	2647
2022 Q4	$250K	Buy	+21,416	New	+$257K	﹤0.01%	2243

Other funds holding MORT

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

ATPW

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Janney Montgomery Scott's MORT Position: Q2 2025 in Review

Janney Montgomery Scott sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 40,423 shares — an estimated $452K sold.

Janney Montgomery Scott first reported a position in MORT in Q4 2022 and held it in 7 quarters. The position peaked at $452K in Q1 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

Janney Montgomery Scott reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
Janney Montgomery Scott sold 40,423 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $452K.
Janney Montgomery Scott first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and held it in 7 quarters.
Janney Montgomery Scott's VanEck Mortgage REIT Income ETF position peaked at $452K in Q1 2025.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.