Sax Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Sax Wealth 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
2026 Q2	$308K	Hold	30,000	–	–	0.01%	443
2026 Q1	$315K	Hold	30,000	–	–	0.02%	372
2025 Q4	$315K	Hold	30,000	–	–	0.01%	382
2025 Q3	$323K	Hold	30,000	–	–	0.02%	340
2025 Q2	$317K	Hold	30,000	–	–	0.02%	329
2025 Q1	$335K	Hold	30,000	–	–	0.02%	275
2024 Q4	$319K	Hold	30,000	–	–	0.02%	255
2024 Q3	$362K	Hold	30,000	–	–	0.03%	199
2024 Q2	$336K	Buy	+30,000	New	+$331K	0.03%	194

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sax Wealth Advisors's MORT Position: Q2 2026 in Review

Sax Wealth Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 30,000 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #443.

Sax Wealth Advisors first reported a position in MORT in Q2 2024 and has held it in 9 quarters since. The position peaked at $362K in Q3 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Sax Wealth Advisors held 30,000 shares of VanEck Mortgage REIT Income ETF worth $308K as of Q2 2026.
Sax Wealth Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #443 holding.
Sax Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $362K in Q3 2024.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.