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LBMC Investment Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

LBMC Investment Advisors’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
2022
Q2 		– Sell
-11,373
Closed -$194K – 156
2022
Q1 		$194K Buy
11,373
+266
+2% +$4.56K 0.02% 158
2021
Q4 		$199K Buy
11,107
+9,852
+785% +$187K 0.02% 167
2021
Q3 		$207 Sell
1,255
-9,452
-88% -$180K 0.02% 157
2021
Q2 		$213K Buy
+10,707
New +$208K 0.02% 157

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LBMC Investment Advisors's MORT Position: Q2 2022 in Review

LBMC Investment Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2022, closing a stake of 11,373 shares — an estimated $194K sold.

LBMC Investment Advisors first reported a position in MORT in Q2 2021 and held it in 4 quarters. The position peaked at $213K in Q2 2021. 67 funds tracked by Wall St. Rank hold MORT as of Q2 2022.

  • LBMC Investment Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 11,373 VanEck Mortgage REIT Income ETF shares in Q2 2022, an estimated $194K.
  • LBMC Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 4 quarters.
  • LBMC Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $213K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2022.

Based on LBMC Investment Advisors's 13F filing for Q2 2022, filed 7 Jul 2022.