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Kestra Advisory Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,177
Closed -$33.4K – 3906
2025
Q4 		$33.4K Buy
+3,177
New +$33.6K ﹤0.01% 4223
2021
Q1 		– Sell
-29,973
Closed -$499K – 1974
2020
Q4 		$499K Buy
29,973
+15,037
+101% +$231K 0.01% 1212
2020
Q3 		$208K Buy
+14,936
New +$206K ﹤0.01% 1279

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
AO
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

Kestra Advisory Services's MORT Position: Q1 2026 in Review

Kestra Advisory Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 3,177 shares — an estimated $33.4K sold.

Kestra Advisory Services first reported a position in MORT in Q3 2020 and held it in 3 quarters. The position peaked at $499K in Q4 2020. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Kestra Advisory Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,177 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $33.4K.
  • Kestra Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q3 2020 and held it in 3 quarters.
  • Kestra Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $499K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.