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Parkside Financial Bank & Trust’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-885
Closed -$9.89K – 2905
2025
Q1 		$9.89K Sell
885
-628
-42% -$7.04K ﹤0.01% 1409
2024
Q4 		$16.1K Buy
1,513
+1,512
+151,200% +$17K ﹤0.01% 1147
2024
Q3 		$13 Buy
+1
New +$12 ﹤0.01% 2092

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Parkside Financial Bank & Trust's MORT Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 885 shares — an estimated $9.89K sold.

Parkside Financial Bank & Trust first reported a position in MORT in Q3 2024 and held it in 3 quarters. The position peaked at $16.1K in Q4 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 885 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $9.89K.
  • Parkside Financial Bank & Trust first reported a position in VanEck Mortgage REIT Income ETF in Q3 2024 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's VanEck Mortgage REIT Income ETF position peaked at $16.1K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.