Raymond James Financial’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Raymond James 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	$864K	Buy	84,232 +25,994	+45%	+$278K	﹤0.01%	3966
2025 Q4	$612K	Buy	58,238 +19,586	+51%	+$207K	﹤0.01%	4121
2025 Q3	$416K	Sell	38,652 -17,084	-31%	-$184K	﹤0.01%	4230
2025 Q2	$589K	Sell	55,736 -341	-0.6%	-$3.46K	﹤0.01%	3916
2025 Q1	$626K	Buy	56,077 +10,700	+24%	+$120K	﹤0.01%	3789
2024 Q4	$482K	Buy	+45,377	New	+$511K	﹤0.01%	3930

Other funds holding MORT

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial's MORT Position: Q1 2026 in Review

Raymond James Financial increased its VanEck Mortgage REIT Income ETF (MORT) stake by 45% in Q1 2026, buying an estimated $278K and bringing the position to 84,232 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Raymond James Financial first reported a position in MORT in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Raymond James Financial held 84,232 shares of VanEck Mortgage REIT Income ETF worth $864K as of Q1 2026.
Raymond James Financial bought 25,994 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $278K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3966 holding.
Raymond James Financial first reported a position in VanEck Mortgage REIT Income ETF in Q4 2024 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.