SHP Wealth Management’s Ellington Residential Mortgage REIT EARN Stock Holding History

SHP Wealth Management’s Portfolio EARN Stock Details EARN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09K	Buy	+700	New	+$3.27K	﹤0.01%	1276

Other funds holding EARN

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CastleKeep Investment Advisors Westport, Connecticut $200M AUM 15% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

SHP Wealth Management's EARN Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Ellington Residential Mortgage REIT (EARN) in Q2 2026: 700 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

42 funds tracked by Wall St. Rank hold EARN as of Q2 2026.

SHP Wealth Management held 700 shares of Ellington Residential Mortgage REIT worth $3.09K as of Q2 2026.
Ellington Residential Mortgage REIT was a new SHP Wealth Management position in Q2 2026.
Ellington Residential Mortgage REIT made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1276 holding.
42 funds tracked by Wall St. Rank held Ellington Residential Mortgage REIT as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.