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Phoenix Financial’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Phoenix Financial’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
2026
Q1 		– Sell
-6,706
Closed -$4.27M – 517
2025
Q4 		$4.27M Buy
+6,706
New +$70.9K 0.05% 142

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Phoenix Financial's MORT Position: Q1 2026 in Review

Phoenix Financial sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 6,706 shares — an estimated $4.27M sold.

Phoenix Financial first reported a position in MORT in Q4 2025 and held it in 1 quarter. The position peaked at $4.27M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Phoenix Financial reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 6,706 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $4.27M.
  • Phoenix Financial first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and held it in 1 quarter.
  • Phoenix Financial's VanEck Mortgage REIT Income ETF position peaked at $4.27M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.