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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.56B AUM 27.42% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legacy Capital Wealth Partners's MORT Position: Q1 2023 in Review

Legacy Capital Wealth Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 108,277 shares — an estimated $1.26M sold.

Legacy Capital Wealth Partners first reported a position in MORT in Q3 2021 and held it in 6 quarters. The position peaked at $3.26M in Q3 2021. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

Legacy Capital Wealth Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 108,277 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $1.26M.
Legacy Capital Wealth Partners first reported a position in VanEck Mortgage REIT Income ETF in Q3 2021 and held it in 6 quarters.
Legacy Capital Wealth Partners's VanEck Mortgage REIT Income ETF position peaked at $3.26M in Q3 2021.
64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.