Sigma Planning Corp’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Sigma Planning Corp’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	$226K	Buy	21,837 +2,549	+13%	+$26.1K	0.01%	1263
2026 Q1	$198K	Sell	19,288 -1,000	-5%	-$10.7K	0.01%	1247
2025 Q4	$213K	Buy	20,288 +2,988	+17%	+$31.6K	0.01%	1192
2025 Q3	$186K	Buy	17,300 +3,100	+22%	+$33.4K	0.01%	1227
2025 Q2	$150K	Buy	14,200 +1,250	+10%	+$12.7K	﹤0.01%	1191
2025 Q1	$145K	Buy	12,950 +500	+4%	+$5.6K	﹤0.01%	1144
2024 Q4	$132K	Hold	12,450	–	–	﹤0.01%	1116
2024 Q3	$150K	Buy	12,450 +150	+1%	+$1.75K	﹤0.01%	1152
2024 Q2	$138K	Buy	12,300 +500	+4%	+$5.52K	﹤0.01%	1121
2024 Q1	$138K	Buy	+11,800	New	+$134K	﹤0.01%	1163
2023 Q4	–	Sell	-10,550	Closed	-$120K	–	1057
2023 Q3	$120K	Buy	+10,550	New	+$125K	﹤0.01%	1131
2023 Q2	–	Sell	-74,509	Closed	-$842K	–	1305
2023 Q1	$842K	Buy	74,509 +13,130	+21%	+$162K	0.03%	578
2022 Q4	$716K	Buy	+61,379	New	+$737K	0.03%	618
2020 Q3	–	Sell	-10,015	Closed	-$135K	–	1127
2020 Q2	$135K	Buy	+10,015	New	+$117K	0.01%	977

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

Sigma Planning Corp's MORT Position: Q2 2026 in Review

Sigma Planning Corp increased its VanEck Mortgage REIT Income ETF (MORT) stake by 13% in Q2 2026, buying an estimated $26.1K and bringing the position to 21,837 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1263.

Sigma Planning Corp first reported a position in MORT in Q2 2020 and has held it in 14 quarters since. The position peaked at $842K in Q1 2023. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Sigma Planning Corp held 21,837 shares of VanEck Mortgage REIT Income ETF worth $226K as of Q2 2026.
Sigma Planning Corp bought 2,549 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $26.1K.
VanEck Mortgage REIT Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1263 holding.
Sigma Planning Corp first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 14 quarters since.
Sigma Planning Corp's VanEck Mortgage REIT Income ETF position peaked at $842K in Q1 2023.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.