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 Q3	$116K	Sell	13,829 -200	-1%	-$1.93K	﹤0.01%	1707
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Integras Partners Alpharetta, Georgia $180M AUM 18.89% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Kestra Private Wealth Services's MORT Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 1.4% in Q3 2026, selling an estimated $1.93K and leaving 13,829 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Kestra Private Wealth Services first reported a position in MORT in Q2 2023 and has held it in 4 quarters since. The position peaked at $162K in Q2 2023. 47 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

Kestra Private Wealth Services held 13,829 shares of VanEck Mortgage REIT Income ETF worth $116K as of Q3 2026.
Kestra Private Wealth Services sold 200 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $1.93K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1707 holding.
Kestra Private Wealth Services first reported a position in VanEck Mortgage REIT Income ETF in Q2 2023 and has held it in 4 quarters since.
Kestra Private Wealth Services's VanEck Mortgage REIT Income ETF position peaked at $162K in Q2 2023.
47 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.