New England Private Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

New England Private 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	$542K	Hold	55,755	–	–	0.05%	138
2026 Q1	$572K	Hold	55,755	–	–	0.07%	126
2025 Q4	$586K	Hold	55,755	–	–	0.07%	119
2025 Q3	$600K	Hold	55,755	–	–	0.08%	116
2025 Q2	$589K	Buy	+55,755	New	+$566K	0.09%	104

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

New England Private Wealth Advisors's MORT Position: Q2 2026 in Review

New England Private Wealth Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 55,755 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #138.

New England Private Wealth Advisors first reported a position in MORT in Q2 2025 and has held it in 5 quarters since. The position peaked at $600K in Q3 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

New England Private Wealth Advisors held 55,755 shares of VanEck Mortgage REIT Income ETF worth $542K as of Q2 2026.
New England Private Wealth Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up 0.05% of New England Private Wealth Advisors's portfolio in Q2 2026, its #138 holding.
New England Private Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and has held it in 5 quarters since.
New England Private Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $600K in Q3 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.