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

Regal 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
2021
Q1 		– Sell
-10,567
Closed -$177K – 278
2020
Q4 		$177K Buy
+10,567
New +$162K 0.02% 452
2020
Q3 		– Sell
-24,227
Closed -$326K – 168
2020
Q2 		$326K Buy
+24,227
New +$284K 0.06% 232
2020
Q1 		– Sell
-19,458
Closed -$467K – 201
2019
Q4 		$467K Sell
19,458
-3,811
-16% -$89.9K 0.08% 203
2019
Q3 		$542K Buy
23,269
+670
+3% +$15.3K 0.11% 184
2019
Q2 		$524K Buy
22,599
+596
+3% +$13.8K 0.1% 186
2019
Q1 		$519K Buy
22,003
+55
+0.3% +$1.27K 0.11% 182
2018
Q4 		$468K Buy
21,948
+311
+1% +$7.11K 0.1% 189
2018
Q3 		$520K Buy
21,637
+6,239
+41% +$150K 0.11% 187
2018
Q2 		$367K Sell
15,398
-1,261
-8% -$29.2K 0.11% 189
2018
Q1 		$383K Buy
16,659
+322
+2% +$7.29K 0.08% 201
2017
Q4 		$393K Buy
16,337
+1,170
+8% +$28.5K 0.09% 197
2017
Q3 		$383K Buy
15,167
+928
+7% +$22.9K 0.09% 196
2017
Q2 		$352K Buy
14,239
+628
+5% +$15.3K 0.09% 198
2017
Q1 		$327K Buy
+13,611
New +$311K 0.09% 202
2013
Q3 		– Sell
-1,644
Closed -$41K – 912
2013
Q2 		$41K Buy
+1,644
New +$45.1K 0.02% 323

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Regal Investment Advisors's MORT Position: Q1 2021 in Review

Regal Investment Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2021, closing a stake of 10,567 shares — an estimated $177K sold.

Regal Investment Advisors first reported a position in MORT in Q2 2013 and held it in 15 quarters. The position peaked at $542K in Q3 2019. 58 funds tracked by Wall St. Rank hold MORT as of Q1 2021.

  • Regal Investment Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 10,567 VanEck Mortgage REIT Income ETF shares in Q1 2021, an estimated $177K.
  • Regal Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 15 quarters.
  • Regal Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $542K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.