Marshall & Sterling Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Marshall & Sterling Wealth 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	$341K	Buy	32,936 +590	+2%	+$6.04K	0.2%	79
2026 Q1	$332K	Sell	32,346 -3,820	-11%	-$40.8K	0.22%	75
2025 Q4	$380K	Buy	36,166 +819	+2%	+$8.65K	0.25%	64
2025 Q3	$380K	Buy	35,347 +332	+0.9%	+$3.57K	0.24%	62
2025 Q2	$370K	Buy	35,015 +21,341	+156%	+$217K	0.25%	59
2025 Q1	$153K	Buy	+13,674	New	+$153K	0.1%	95

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

Marshall & Sterling Wealth Advisors's MORT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 1.8% in Q2 2026, buying an estimated $6.04K and bringing the position to 32,936 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #79.

Marshall & Sterling Wealth Advisors first reported a position in MORT in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q3 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 32,936 shares of VanEck Mortgage REIT Income ETF worth $341K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 590 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $6.04K.
VanEck Mortgage REIT Income ETF made up 0.2% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Marshall & Sterling Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $380K in Q3 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.