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OneAscent Family Office’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

OneAscent Family Office’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 		$495K Sell
48,255
-2,326
-5% -$24.8K 0.35% 72
2025
Q4 		$532K Buy
50,581
+19,211
+61% +$203K 0.36% 72
2025
Q3 		$338K Buy
+31,370
New +$338K 0.27% 95

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 $445B AUM 25.58% 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 $4.79B AUM 27.94% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OneAscent Family Office's MORT Position: Q1 2026 in Review

OneAscent Family Office reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 4.6% in Q1 2026, selling an estimated $24.8K and leaving 48,255 shares worth $495K. The position accounts for 0.35% of the portfolio, ranked #72.

OneAscent Family Office first reported a position in MORT in Q3 2025 and has held it in 3 quarters since. The position peaked at $532K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • OneAscent Family Office held 48,255 shares of VanEck Mortgage REIT Income ETF worth $495K as of Q1 2026.
  • OneAscent Family Office sold 2,326 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $24.8K.
  • VanEck Mortgage REIT Income ETF made up 0.35% of OneAscent Family Office's portfolio in Q1 2026, its #72 holding.
  • OneAscent Family Office first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and has held it in 3 quarters since.
  • OneAscent Family Office's VanEck Mortgage REIT Income ETF position peaked at $532K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.