LWM
MORT icon

Lionsbridge Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Lionsbridge Wealth Management’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
Q2 		– Sell
-69,452
Closed -$812K – 60
2024
Q1 		$812K Sell
69,452
-1,635
-2% -$18.5K 0.63% 44
2023
Q4 		$840K Buy
+71,087
New +$779K 0.67% 47

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lionsbridge Wealth Management's MORT Position: Q2 2024 in Review

Lionsbridge Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 69,452 shares — an estimated $812K sold.

Lionsbridge Wealth Management first reported a position in MORT in Q4 2023 and held it in 2 quarters. The position peaked at $840K in Q4 2023. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • Lionsbridge Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 69,452 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $812K.
  • Lionsbridge Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 2 quarters.
  • Lionsbridge Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $840K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.