Retirement Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Retirement Group’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 Q1	$6.08K	Hold	520	–	–	﹤0.01%	540
2023 Q4	$6.15K	Hold	520	–	–	﹤0.01%	502
2023 Q3	$5.91K	Hold	520	–	–	﹤0.01%	472
2023 Q2	$6.25K	Hold	520	–	–	﹤0.01%	483
2023 Q1	$6K	Hold	520	–	–	﹤0.01%	468
2022 Q4	$6K	Hold	520	–	–	﹤0.01%	417
2022 Q3	$6K	Hold	520	–	–	﹤0.01%	316
2022 Q2	$7K	Hold	520	–	–	﹤0.01%	491
2022 Q1	$9K	Hold	520	–	–	﹤0.01%	478
2021 Q4	$9K	Buy	+520	New	+$9.84K	﹤0.01%	460

Other funds holding MORT

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Retirement Group's MORT Position: Q1 2024 in Review

Retirement Group held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2024 at 520 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Retirement Group first reported a position in MORT in Q4 2021 and has held it in 10 quarters since. The position peaked at $9K in Q1 2022. 77 funds tracked by Wall St. Rank hold MORT as of Q1 2024.

Retirement Group held 520 shares of VanEck Mortgage REIT Income ETF worth $6.08K as of Q1 2024.
Retirement Group left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2024.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #540 holding.
Retirement Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and has held it in 10 quarters since.
Retirement Group's VanEck Mortgage REIT Income ETF position peaked at $9K in Q1 2022.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.