Proficio Capital Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Proficio Capital Partners’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	$3.55M	Buy	+342,570	New	+$3.5M	0.13%	107
2018 Q3	–	Sell	-3,590	Closed	-$86K	–	1281
2018 Q2	$86K	Sell	3,590 -28,894	-89%	-$669K	0.04%	229
2018 Q1	$747K	Sell	32,484 -4,300	-12%	-$97.4K	0.22%	75
2017 Q4	$886K	Sell	36,784 -9,000	-20%	-$219K	0.29%	63
2017 Q3	$1.16M	Hold	45,784	–	–	0.47%	44
2017 Q2	$1.13M	Hold	45,784	–	–	0.47%	48
2017 Q1	$1.11M	Hold	45,784	–	–	0.49%	52
2016 Q4	$1M	Hold	45,784	–	–	0.42%	52
2016 Q3	$1.03M	Hold	45,784	–	–	0.59%	48
2016 Q2	$1.01M	Hold	45,784	–	–	0.63%	47
2016 Q1	$924K	Hold	45,784	–	–	0.77%	38
2015 Q4	$894K	Buy	+45,784	New	+$925K	0.88%	31

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Proficio Capital Partners's MORT Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 342,570 shares worth $3.55M. The stake represents 0.13% of the portfolio and ranks #107 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in MORT as recently as Q2 2018.

Proficio Capital Partners first reported a position in MORT in Q4 2015 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Proficio Capital Partners held 342,570 shares of VanEck Mortgage REIT Income ETF worth $3.55M as of Q2 2026.
VanEck Mortgage REIT Income ETF was a new Proficio Capital Partners position in Q2 2026.
VanEck Mortgage REIT Income ETF made up 0.13% of Proficio Capital Partners's portfolio in Q2 2026, its #107 holding.
Proficio Capital Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2015 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.