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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
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
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

Sigma Planning Corp's MORT Position: Q1 2026 in Review

Sigma Planning Corp reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 4.9% in Q1 2026, selling an estimated $10.7K and leaving 19,288 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1247.

Sigma Planning Corp first reported a position in MORT in Q2 2020 and has held it in 13 quarters since. The position peaked at $842K in Q1 2023. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Sigma Planning Corp held 19,288 shares of VanEck Mortgage REIT Income ETF worth $198K as of Q1 2026.
  • Sigma Planning Corp sold 1,000 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $10.7K.
  • VanEck Mortgage REIT Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1247 holding.
  • Sigma Planning Corp first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 13 quarters since.
  • Sigma Planning Corp's VanEck Mortgage REIT Income ETF position peaked at $842K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.