Parallel Advisors
MORT icon

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

Parallel 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
2024
Q2 		– Sell
-1,400
Closed -$16.4K – 3388
2024
Q1 		$16.4K Buy
+1,400
New +$15.8K ﹤0.01% 2087

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Parallel Advisors's MORT Position: Q2 2024 in Review

Parallel Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 1,400 shares — an estimated $16.4K sold.

Parallel Advisors first reported a position in MORT in Q1 2024 and held it in 1 quarter. The position peaked at $16.4K in Q1 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • Parallel Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • Parallel Advisors sold 1,400 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $16.4K.
  • Parallel Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 1 quarter.
  • Parallel Advisors's VanEck Mortgage REIT Income ETF position peaked at $16.4K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.