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

LifePlan 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
2020 Q3	$15K	Hold	1,050	–	–	0.01%	369
2020 Q2	$14K	Hold	1,050	–	–	0.01%	381
2020 Q1	$11K	Hold	1,050	–	–	0.01%	389
2019 Q4	$25K	Hold	1,050	–	–	0.01%	319
2019 Q3	$24K	Hold	1,050	–	–	0.01%	326
2019 Q2	$24K	Hold	1,050	–	–	0.01%	322
2019 Q1	$25K	Hold	1,050	–	–	0.01%	323
2018 Q4	$22K	Hold	1,050	–	–	0.01%	319
2018 Q3	$25K	Hold	1,050	–	–	0.01%	317
2018 Q2	$25K	Hold	1,050	–	–	0.01%	311
2018 Q1	$24K	Buy	+1,050	New	+$23.8K	0.01%	296

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LifePlan Financial Group's MORT Position: Q3 2020 in Review

LifePlan Financial Group held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q3 2020 at 1,050 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #369.

LifePlan Financial Group first reported a position in MORT in Q1 2018 and has held it in 11 quarters since. The position peaked at $25K in Q4 2019. 53 funds tracked by Wall St. Rank hold MORT as of Q3 2020.

LifePlan Financial Group held 1,050 shares of VanEck Mortgage REIT Income ETF worth $15K as of Q3 2020.
LifePlan Financial Group left its VanEck Mortgage REIT Income ETF share count unchanged in Q3 2020.
VanEck Mortgage REIT Income ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #369 holding.
LifePlan Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's VanEck Mortgage REIT Income ETF position peaked at $25K in Q4 2019.
53 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.