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

Larson Financial Group’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
2023
Q4 		– Sell
-2,747
Closed -$31.2K – 1874
2023
Q3 		$31.2K Hold
2,747
– – ﹤0.01% 720
2023
Q2 		$33K Buy
+2,747
New +$30.1K ﹤0.01% 630

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's MORT Position: Q4 2023 in Review

Larson Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2023, closing a stake of 2,747 shares — an estimated $31.2K sold.

Larson Financial Group first reported a position in MORT in Q2 2023 and held it in 2 quarters. The position peaked at $33K in Q2 2023. 65 funds tracked by Wall St. Rank hold MORT as of Q4 2023.

  • Larson Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 2,747 VanEck Mortgage REIT Income ETF shares in Q4 2023, an estimated $31.2K.
  • Larson Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q2 2023 and held it in 2 quarters.
  • Larson Financial Group's VanEck Mortgage REIT Income ETF position peaked at $33K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.