Jones Financial Companies
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Jones Financial Companies’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Jones Financial Companies’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 		$4.28K Hold
415
– – ﹤0.01% 4169
2026
Q1 		$4.08K Sell
415
-97
-19% -$1.04K ﹤0.01% 3921
2025
Q4 		$5.38K Buy
+512
New +$5.41K ﹤0.01% 3465

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's MORT Position: Q2 2026 in Review

Jones Financial Companies held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 415 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Jones Financial Companies first reported a position in MORT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.38K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Jones Financial Companies held 415 shares of VanEck Mortgage REIT Income ETF worth $4.28K as of Q2 2026.
  • Jones Financial Companies left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4169 holding.
  • Jones Financial Companies first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's VanEck Mortgage REIT Income ETF position peaked at $5.38K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.