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Patriot Financial Group Insurance Agency’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,118
Closed -$16K – 1346
2022
Q2 		$16K Sell
1,118
-592
-35% -$9.02K ﹤0.01% 1086
2022
Q1 		$29K Sell
1,710
-1,394
-45% -$23.9K 0.01% 955
2021
Q4 		$56K Buy
3,104
+306
+11% +$5.79K 0.01% 820
2021
Q3 		$53K Buy
2,798
+505
+22% +$9.62K 0.01% 853
2021
Q2 		$46K Buy
2,293
+4
+0.2% +$78 0.01% 864
2021
Q1 		$43K Sell
2,289
-194
-8% -$3.44K 0.01% 816
2020
Q4 		$42K Buy
2,483
+1,206
+94% +$18.5K 0.01% 738
2020
Q3 		$18K Buy
1,277
+6
+0.5% +$83 0.01% 835
2020
Q2 		$17K Buy
1,271
+9
+0.7% +$105 0.01% 802
2020
Q1 		$13K Buy
1,262
+200
+19% +$4.31K 0.01% 784
2019
Q4 		$25K Sell
1,062
-761
-42% -$18K 0.01% 629
2019
Q3 		$42K Sell
1,823
-650
-26% -$14.9K 0.02% 472
2019
Q2 		$56K Buy
2,473
+4
+0.2% +$92 0.02% 415
2019
Q1 		$58K Hold
2,469
– – 0.03% 361
2018
Q4 		$53K Buy
2,469
+242
+11% +$5.53K 0.03% 314
2018
Q3 		$53K Buy
2,227
+716
+47% +$17.3K 0.03% 292
2018
Q2 		$36K Buy
1,511
+100
+7% +$2.32K 0.04% 219
2018
Q1 		$32K Buy
1,411
+100
+8% +$2.26K 0.02% 385
2017
Q4 		$32K Buy
1,311
+661
+102% +$16.1K 0.02% 371
2017
Q3 		$16K Buy
+650
New +$16K 0.01% 456

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $445B AUM 25.58% 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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MORT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2022, closing a stake of 1,118 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in MORT in Q3 2017 and held it in 20 quarters. The position peaked at $58K in Q1 2019. 62 funds tracked by Wall St. Rank hold MORT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,118 VanEck Mortgage REIT Income ETF shares in Q3 2022, an estimated $16K.
  • Patriot Financial Group Insurance Agency first reported a position in VanEck Mortgage REIT Income ETF in Q3 2017 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's VanEck Mortgage REIT Income ETF position peaked at $58K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.