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

Kestra Private Wealth 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 Q2	$145K	Buy	+14,029	New	+$143K	﹤0.01%	1720
2023 Q4	–	Sell	-14,043	Closed	-$160K	–	1262
2023 Q3	$160K	Buy	14,043 +539	+4%	+$6.37K	0.01%	1054
2023 Q2	$162K	Buy	+13,504	New	+$148K	0.01%	982

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

Kestra Private Wealth Services's MORT Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 14,029 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in MORT as recently as Q3 2023.

Kestra Private Wealth Services first reported a position in MORT in Q2 2023 and has held it in 3 quarters since. The position peaked at $162K in Q2 2023. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Kestra Private Wealth Services held 14,029 shares of VanEck Mortgage REIT Income ETF worth $145K as of Q2 2026.
VanEck Mortgage REIT Income ETF was a new Kestra Private Wealth Services position in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1720 holding.
Kestra Private Wealth Services first reported a position in VanEck Mortgage REIT Income ETF in Q2 2023 and has held it in 3 quarters since.
Kestra Private Wealth Services's VanEck Mortgage REIT Income ETF position peaked at $162K in Q2 2023.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.