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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

NewEdge Advisors's MORT Position: Q1 2026 in Review

NewEdge Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 1.9% in Q1 2026, buying an estimated $4.91K and bringing the position to 24,544 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

NewEdge Advisors first reported a position in MORT in Q3 2023 and has held it in 6 quarters since. The position peaked at $253K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • NewEdge Advisors held 24,544 shares of VanEck Mortgage REIT Income ETF worth $252K as of Q1 2026.
  • NewEdge Advisors bought 460 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $4.91K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2464 holding.
  • NewEdge Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and has held it in 6 quarters since.
  • NewEdge Advisors's VanEck Mortgage REIT Income ETF position peaked at $253K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.