Prevail Innovative Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Prevail Innovative Wealth Advisors’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 Q4	–	Sell	-216,284	Closed	-$2.33M	–	217
2025 Q3	$2.33M	Buy	216,284 +63,851	+42%	+$687K	0.45%	74
2025 Q2	$1.61M	Sell	152,433 -7,467	-5%	-$75.8K	0.36%	100
2025 Q1	$1.79M	Buy	159,900 +17,163	+12%	+$192K	0.48%	67
2024 Q4	$1.52M	Buy	142,737 +6,759	+5%	+$76.1K	0.44%	74
2024 Q3	$1.64M	Buy	+135,978	New	+$1.58M	0.5%	65

Other funds holding MORT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MORT Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 216,284 shares — an estimated $2.33M sold.

Prevail Innovative Wealth Advisors first reported a position in MORT in Q3 2024 and held it in 5 quarters. The position peaked at $2.33M in Q3 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 216,284 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $2.33M.
Prevail Innovative Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2024 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $2.33M in Q3 2025.
92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.