Private Advisor Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Private Advisor Group’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 Q2	$114K	Buy	+11,051	New	+$113K	﹤0.01%	2429
2020 Q3	–	Sell	-2,147	Closed	-$29K	–	2714
2020 Q2	$29K	Buy	+2,147	New	+$25.2K	﹤0.01%	2373
2014 Q4	–	Sell	-3,000	Closed	-$72K	–	1180
2014 Q3	$72K	Buy	+3,000	New	+$74.3K	0.01%	1004

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Advisor Group's MORT Position: Q2 2026 in Review

Private Advisor Group opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 11,051 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #2429 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in MORT as recently as Q2 2020.

Private Advisor Group first reported a position in MORT in Q3 2014 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Private Advisor Group held 11,051 shares of VanEck Mortgage REIT Income ETF worth $114K as of Q2 2026.
VanEck Mortgage REIT Income ETF was a new Private Advisor Group position in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2429 holding.
Private Advisor Group first reported a position in VanEck Mortgage REIT Income ETF in Q3 2014 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.