Phoenix Financial
MORT icon

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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.