R
MORT icon

Rebalance’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Rebalance’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
2025
Q1 		– Sell
-42,432
Closed -$451K – 101
2024
Q4 		$451K Buy
42,432
+2,525
+6% +$28.4K 0.03% 78
2024
Q3 		$482K Hold
39,907
– – 0.04% 71
2024
Q2 		$447K Buy
39,907
+4,458
+13% +$49.2K 0.04% 67
2024
Q1 		$414K Hold
35,449
– – 0.03% 68
2023
Q4 		$419K Hold
35,449
– – 0.04% 66
2023
Q3 		$403K Hold
35,449
– – 0.04% 62
2023
Q2 		$426K Buy
35,449
+1,499
+4% +$16.4K 0.04% 61
2023
Q1 		$384K Buy
33,950
+4,222
+14% +$52K 0.04% 62
2022
Q4 		$347K Buy
+29,728
New +$357K 0.04% 65

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 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 $474M AUM 23.44% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return