NewEdge Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

NewEdge 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	$4.94K	Sell	477 -24,067	-98%	-$246K	﹤0.01%	3726
2026 Q1	$252K	Buy	24,544 +460	+2%	+$4.91K	﹤0.01%	2464
2025 Q4	$253K	Buy	+24,084	New	+$255K	﹤0.01%	2433
2024 Q3	–	Sell	-359	Closed	-$4.02K	–	3892
2024 Q2	$4.02K	Buy	359 +9	+3%	+$99	﹤0.01%	3166
2024 Q1	$4.09K	Hold	350	–	–	﹤0.01%	3204
2023 Q4	$4.13K	Buy	350 +21	+6%	+$230	﹤0.01%	3169
2023 Q3	$3.74K	Buy	+329	New	+$3.89K	﹤0.01%	2889

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

NewEdge Advisors's MORT Position: Q2 2026 in Review

NewEdge Advisors reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 98% in Q2 2026, selling an estimated $246K and leaving 477 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

NewEdge Advisors first reported a position in MORT in Q3 2023 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

NewEdge Advisors held 477 shares of VanEck Mortgage REIT Income ETF worth $4.94K as of Q2 2026.
NewEdge Advisors sold 24,067 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $246K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3726 holding.
NewEdge Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and has held it in 7 quarters since.
NewEdge Advisors's VanEck Mortgage REIT Income ETF position peaked at $253K in Q4 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

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