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Moors & Cabot’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Moors & Cabot’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
2022
Q1 		– Sell
-11,470
Closed -$206K – 949
2021
Q4 		$206K Buy
11,470
+520
+5% +$9.84K 0.01% 769
2021
Q3 		$210K Buy
10,950
+950
+10% +$18.1K 0.01% 740
2021
Q2 		$199K Buy
+10,000
New +$194K 0.01% 733

Other funds holding MORT

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moors & Cabot's MORT Position: Q1 2022 in Review

Moors & Cabot sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2022, closing a stake of 11,470 shares — an estimated $206K sold.

Moors & Cabot first reported a position in MORT in Q2 2021 and held it in 3 quarters. The position peaked at $210K in Q3 2021. 66 funds tracked by Wall St. Rank hold MORT as of Q1 2022.

  • Moors & Cabot reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2022 after selling out during the quarter.
  • Moors & Cabot sold 11,470 VanEck Mortgage REIT Income ETF shares in Q1 2022, an estimated $206K.
  • Moors & Cabot first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 3 quarters.
  • Moors & Cabot's VanEck Mortgage REIT Income ETF position peaked at $210K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2022.

Based on Moors & Cabot's 13F filing for Q1 2022, filed 13 May 2022.