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JBR Co Financial Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

JBR Co Financial 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
2025
Q2 		– Sell
-12,785
Closed -$143K – 118
2025
Q1 		$143K Buy
+12,785
New +$143K 0.08% 113

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DWM
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ATPW
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Morgan Stanley
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MML Investors Services
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
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JBR Co Financial Management's MORT Position: Q2 2025 in Review

JBR Co Financial Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 12,785 shares — an estimated $143K sold.

JBR Co Financial Management first reported a position in MORT in Q1 2025 and held it in 1 quarter. The position peaked at $143K in Q1 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • JBR Co Financial Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 12,785 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $143K.
  • JBR Co Financial Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and held it in 1 quarter.
  • JBR Co Financial Management's VanEck Mortgage REIT Income ETF position peaked at $143K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on JBR Co Financial Management's 13F filing for Q2 2025, filed 13 Aug 2025.