Mount Yale Investment Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Mount Yale Investment 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 Q1	$659K	Buy	+64,200	New	+$685K	0.02%	629

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mount Yale Investment Advisors's MORT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q1 2026: 64,200 shares worth $659K. The stake represents 0.02% of the portfolio and ranks #629 among its holdings.

85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Mount Yale Investment Advisors held 64,200 shares of VanEck Mortgage REIT Income ETF worth $659K as of Q1 2026.
VanEck Mortgage REIT Income ETF was a new Mount Yale Investment Advisors position in Q1 2026.
VanEck Mortgage REIT Income ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #629 holding.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.