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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Roble Belko & Company's MORT Position: Q1 2026 in Review

Roble Belko & Company held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q1 2026 at 190 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Roble Belko & Company first reported a position in MORT in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Roble Belko & Company held 190 shares of VanEck Mortgage REIT Income ETF worth $2K as of Q1 2026.
  • Roble Belko & Company left its VanEck Mortgage REIT Income ETF share count unchanged in Q1 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q1 2026, its #395 holding.
  • Roble Belko & Company first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.