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

Lion Street 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
2021
Q3 		– Sell
-200
Closed -$3.97K – 168
2021
Q2 		$3.97K Buy
+200
New +$3.88K 0.14% 54

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lion Street Advisors's MORT Position: Q3 2021 in Review

Lion Street Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2021, closing a stake of 200 shares — an estimated $3.97K sold.

Lion Street Advisors first reported a position in MORT in Q2 2021 and held it in 1 quarter. The position peaked at $3.97K in Q2 2021. 58 funds tracked by Wall St. Rank hold MORT as of Q3 2021.

  • Lion Street Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 200 VanEck Mortgage REIT Income ETF shares in Q3 2021, an estimated $3.97K.
  • Lion Street Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's VanEck Mortgage REIT Income ETF position peaked at $3.97K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.