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Park Avenue Securities’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Park Avenue Securities’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
2021
Q1 		– Sell
-15,659
Closed -$262K – 969
2020
Q4 		$262K Buy
+15,659
New +$240K 0.01% 735

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Park Avenue Securities's MORT Position: Q1 2021 in Review

Park Avenue Securities sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2021, closing a stake of 15,659 shares — an estimated $262K sold.

Park Avenue Securities first reported a position in MORT in Q4 2020 and held it in 1 quarter. The position peaked at $262K in Q4 2020. 58 funds tracked by Wall St. Rank hold MORT as of Q1 2021.

  • Park Avenue Securities reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2021 after selling out during the quarter.
  • Park Avenue Securities sold 15,659 VanEck Mortgage REIT Income ETF shares in Q1 2021, an estimated $262K.
  • Park Avenue Securities first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and held it in 1 quarter.
  • Park Avenue Securities's VanEck Mortgage REIT Income ETF position peaked at $262K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2021.

Based on Park Avenue Securities's 13F filing for Q1 2021, filed 28 Apr 2021.