LC
MORT icon

Lindbrook Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Lindbrook Capital’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
2024
Q4 		– Sell
-22
Closed -$266 – 2864
2024
Q3 		$266 Hold
22
– – ﹤0.01% 2756
2024
Q2 		$246 Buy
22
+2
+10% +$22 ﹤0.01% 2690
2024
Q1 		$234 Hold
20
– – ﹤0.01% 2584
2023
Q4 		$236 Hold
20
– – ﹤0.01% 2637
2023
Q3 		$227 Hold
20
– – ﹤0.01% 2624
2023
Q2 		$240 Hold
20
– – ﹤0.01% 2641
2023
Q1 		$226 Hold
20
– – ﹤0.01% 2717
2022
Q4 		$233 Hold
20
– – ﹤0.01% 2710
2022
Q3 		$0 Hold
20
– – ﹤0.01% 2806
2022
Q2 		$0 Hold
20
– – ﹤0.01% 2659
2022
Q1 		$0 Hold
20
– – ﹤0.01% 2564
2021
Q4 		$0 Buy
+20
New +$379 ﹤0.01% 2161

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lindbrook Capital's MORT Position: Q4 2024 in Review

Lindbrook Capital sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 22 shares — an estimated $266 sold.

Lindbrook Capital first reported a position in MORT in Q4 2021 and held it in 12 quarters. The position peaked at $266 in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • Lindbrook Capital reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 22 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $266.
  • Lindbrook Capital first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and held it in 12 quarters.
  • Lindbrook Capital's VanEck Mortgage REIT Income ETF position peaked at $266 in Q3 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.