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

Krilogy Financial’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	$77.2K	Buy	+10,000	New	+$96.5K	﹤0.01%	1061

Other funds holding MORT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's MORT Position: Q3 2026 in Review

Krilogy Financial opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q3 2026: 10,000 shares worth $77.2K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

11 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

Krilogy Financial held 10,000 shares of VanEck Mortgage REIT Income ETF worth $77.2K as of Q3 2026.
VanEck Mortgage REIT Income ETF was a new Krilogy Financial position in Q3 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1061 holding.
11 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.