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PFG Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

PFG Investments’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
-21,285
Closed -$249K – 1038
2024
Q1 		$249K Buy
+21,285
New +$241K 0.02% 814

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $36.1B AUM 19.68% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFG Investments's MORT Position: Q2 2024 in Review

PFG Investments sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 21,285 shares — an estimated $249K sold.

PFG Investments first reported a position in MORT in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • PFG Investments reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 21,285 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $249K.
  • PFG Investments first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's VanEck Mortgage REIT Income ETF position peaked at $249K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.