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Roble Belko & Company’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Roble Belko & Company’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
Q2 		$2K Buy
197
+7
+4% +$72 ﹤0.01% 394
2026
Q1 		$2K Hold
190
– – ﹤0.01% 395
2025
Q4 		$2K Buy
+190
New +$2.01K ﹤0.01% 392

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Roble Belko & Company's MORT Position: Q2 2026 in Review

Roble Belko & Company increased its VanEck Mortgage REIT Income ETF (MORT) stake by 3.7% in Q2 2026, buying an estimated $72 and bringing the position to 197 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Roble Belko & Company first reported a position in MORT in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Roble Belko & Company held 197 shares of VanEck Mortgage REIT Income ETF worth $2K as of Q2 2026.
  • Roble Belko & Company bought 7 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $72.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #394 holding.
  • Roble Belko & Company first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.