Princeton Global Asset Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Princeton Global Asset Management’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
2023 Q2	–	Sell	-503	Closed	-$5.68K	–	594
2023 Q1	$5.68K	Hold	503	–	–	﹤0.01%	467
2022 Q4	$6K	Hold	503	–	–	﹤0.01%	445
2022 Q3	$6K	Sell	503 -162	-24%	-$2.33K	﹤0.01%	440
2022 Q2	$9K	Hold	665	–	–	﹤0.01%	415
2022 Q1	$11K	Hold	665	–	–	﹤0.01%	434
2021 Q4	$12K	Hold	665	–	–	﹤0.01%	392
2021 Q3	$13K	Hold	665	–	–	﹤0.01%	385
2021 Q2	$13K	Hold	665	–	–	﹤0.01%	390
2021 Q1	$13K	Hold	665	–	–	﹤0.01%	361
2020 Q4	$11K	Sell	665 -1,517	-70%	-$23.3K	﹤0.01%	379
2020 Q3	$30K	Hold	2,182	–	–	0.01%	255
2020 Q2	$29K	Buy	+2,182	New	+$25.6K	0.01%	304

Other funds holding MORT

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Princeton Global Asset Management's MORT Position: Q2 2023 in Review

Princeton Global Asset Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2023, closing a stake of 503 shares — an estimated $5.68K sold.

Princeton Global Asset Management first reported a position in MORT in Q2 2020 and held it in 12 quarters. The position peaked at $30K in Q3 2020. 55 funds tracked by Wall St. Rank hold MORT as of Q2 2023.

Princeton Global Asset Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2023 after selling out during the quarter.
Princeton Global Asset Management sold 503 VanEck Mortgage REIT Income ETF shares in Q2 2023, an estimated $5.68K.
Princeton Global Asset Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and held it in 12 quarters.
Princeton Global Asset Management's VanEck Mortgage REIT Income ETF position peaked at $30K in Q3 2020.
55 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2023.

Based on Princeton Global Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.