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

Lido 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
2026 Q2	$197K	Hold	19,030	–	–	﹤0.01%	1972
2026 Q1	$195K	Hold	19,030	–	–	﹤0.01%	1784
2025 Q4	$205K	Hold	19,030	–	–	﹤0.01%	1759
2025 Q3	$205K	Hold	19,030	–	–	﹤0.01%	1667
2025 Q2	$201K	Hold	19,030	–	–	﹤0.01%	1523
2025 Q1	$213K	Hold	19,030	–	–	﹤0.01%	1361
2024 Q4	$202K	Hold	19,030	–	–	﹤0.01%	1378
2024 Q3	$230K	Hold	19,030	–	–	﹤0.01%	1271
2024 Q2	$213K	Hold	19,030	–	–	﹤0.01%	1267
2024 Q1	$222K	Hold	19,030	–	–	﹤0.01%	1222
2023 Q4	$225K	Buy	+19,030	New	+$209K	﹤0.01%	1165

Other funds holding MORT

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's MORT Position: Q2 2026 in Review

Lido Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 19,030 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Lido Advisors first reported a position in MORT in Q4 2023 and has held it in 11 quarters since. The position peaked at $230K in Q3 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Lido Advisors held 19,030 shares of VanEck Mortgage REIT Income ETF worth $197K as of Q2 2026.
Lido Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1972 holding.
Lido Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's VanEck Mortgage REIT Income ETF position peaked at $230K in Q3 2024.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.