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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
Q2 		$784K Buy
75,700
+11,500
+18% +$118K 0.01% 651
2026
Q1 		$659K Buy
+64,200
New +$685K 0.02% 629

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's MORT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 18% in Q2 2026, buying an estimated $118K and bringing the position to 75,700 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #651.

Mount Yale Investment Advisors first reported a position in MORT in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Mount Yale Investment Advisors held 75,700 shares of VanEck Mortgage REIT Income ETF worth $784K as of Q2 2026.
  • Mount Yale Investment Advisors bought 11,500 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $118K.
  • VanEck Mortgage REIT Income ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #651 holding.
  • Mount Yale Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.