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Mattson Financial Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Mattson Financial Services’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
2025
Q2 		– Sell
-6,873
Closed -$76.8K – 286
2025
Q1 		$76.8K Buy
6,873
+1,004
+17% +$11.2K 0.02% 169
2024
Q4 		$70.8K Buy
5,869
+1,698
+41% +$19.1K 0.02% 161
2024
Q3 		$46.7K Hold
4,171
– – 0.02% 170
2024
Q2 		$46.7K Buy
+4,171
New +$46.1K 0.02% 170

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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 $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mattson Financial Services's MORT Position: Q2 2025 in Review

Mattson Financial Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 6,873 shares — an estimated $76.8K sold.

Mattson Financial Services first reported a position in MORT in Q2 2024 and held it in 4 quarters. The position peaked at $76.8K in Q1 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • Mattson Financial Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 6,873 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $76.8K.
  • Mattson Financial Services first reported a position in VanEck Mortgage REIT Income ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's VanEck Mortgage REIT Income ETF position peaked at $76.8K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.