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Realta Investment Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Realta Investment 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
2024
Q4 		– Sell
-5,106
Closed -$58.5K – 383
2024
Q3 		$58.5K Buy
5,106
+3,939
+338% +$45.9K 0.03% 235
2024
Q2 		$13.1K Sell
1,167
-62
-5% -$685 ﹤0.01% 654
2024
Q1 		$14.4K Buy
+1,229
New +$13.9K ﹤0.01% 670
2023
Q4 		– Sell
-717
Closed -$8.62K – 662
2023
Q3 		$8.62K Hold
717
– – ﹤0.01% 684
2023
Q2 		$8.62K Buy
+717
New +$7.85K ﹤0.01% 738
2023
Q1 		– Sell
-713
Closed -$8.31K – 676
2022
Q4 		$8.31K Buy
713
+8
+1% +$96 ﹤0.01% 732
2022
Q3 		$8K Buy
+705
New +$10.1K ﹤0.01% 717

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Realta Investment Advisors's MORT Position: Q4 2024 in Review

Realta Investment Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 5,106 shares — an estimated $58.5K sold.

Realta Investment Advisors first reported a position in MORT in Q3 2022 and held it in 7 quarters. The position peaked at $58.5K in Q3 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • Realta Investment Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,106 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $58.5K.
  • Realta Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2022 and held it in 7 quarters.
  • Realta Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $58.5K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.