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Legacy Capital Wealth Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		– Sell
-108,277
Closed -$1.26M – 257
2022
Q4 		$1.26M Buy
108,277
+6,365
+6% +$76.5K 0.6% 32
2022
Q3 		$1.13M Buy
101,912
+1,374
+1% +$19.7K 0.6% 30
2022
Q2 		$1.41M Buy
100,538
+10,338
+11% +$157K 0.71% 30
2022
Q1 		$1.54M Sell
90,200
-1,286
-1% -$22K 0.66% 30
2021
Q4 		$1.62M Buy
91,486
+7,330
+9% +$139K 0.67% 23
2021
Q3 		$3.26M Buy
+84,156
New +$1.6M 1.27% 22

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B 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 $2.24B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return