Next Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-2,769	Closed	-$28K	–	1380
2020 Q1	$28K	Sell	2,769 -1,100	-28%	-$23.7K	﹤0.01%	1160
2019 Q4	$93K	Buy	3,869 +127	+3%	+$3K	0.01%	966
2019 Q3	$87K	Buy	3,742 +14	+0.4%	+$321	0.01%	951
2019 Q2	$86K	Buy	+3,728	New	+$86.2K	0.01%	966
2019 Q1	–	Sell	-1,023	Closed	-$22K	–	1932
2018 Q4	$22K	Buy	+1,023	New	+$23.4K	﹤0.01%	1057
2014 Q4	–	Sell	-2,100	Closed	-$50K	–	2165
2014 Q3	$50K	Buy	+2,100	New	+$52K	0.01%	943

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Next Financial Group's MORT Position: Q2 2020 in Review

Next Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2020, closing a stake of 2,769 shares — an estimated $28K sold.

Next Financial Group first reported a position in MORT in Q3 2014 and held it in 6 quarters. The position peaked at $93K in Q4 2019. 59 funds tracked by Wall St. Rank hold MORT as of Q2 2020.

Next Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 2,769 VanEck Mortgage REIT Income ETF shares in Q2 2020, an estimated $28K.
Next Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q3 2014 and held it in 6 quarters.
Next Financial Group's VanEck Mortgage REIT Income ETF position peaked at $93K in Q4 2019.
59 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.