Simplex Trading’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Simplex Trading’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	–	Sell	-985	Closed	-$10.1K	–	9929
2026 Q1	$10.1K	Buy	985 +748	+316%	+$7.99K	﹤0.01%	7353
2025 Q4	$2.49K	Sell	237 -6,521	-96%	-$68.9K	﹤0.01%	7758
2025 Q3	$72K	Buy	6,758 +4,512	+201%	+$48.6K	﹤0.01%	6101
2025 Q2	$23K	Sell	2,246 -834	-27%	-$8.47K	﹤0.01%	6652
2025 Q1	$34K	Buy	3,080 +2,050	+199%	+$23K	﹤0.01%	6137
2024 Q4	$10K	Buy	1,030 +357	+53%	+$4.02K	﹤0.01%	7202
2024 Q3	$8K	Sell	673 -243	-27%	-$2.83K	﹤0.01%	7346
2024 Q2	$10K	Sell	916 -1,214	-57%	-$13.4K	﹤0.01%	7428
2024 Q1	$24K	Buy	+2,130	New	+$24.1K	﹤0.01%	6952
2023 Q4	–	Sell	-119	Closed	-$1K	–	9433
2023 Q3	$1K	Buy	+119	New	+$1.41K	﹤0.01%	8361

Other funds holding MORT

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

Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 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

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

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

Simplex Trading's MORT Position: Q2 2026 in Review

Simplex Trading sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 985 shares — an estimated $10.1K sold.

Simplex Trading first reported a position in MORT in Q3 2023 and held it in 10 quarters. The position peaked at $72K in Q3 2025. 91 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Simplex Trading reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 985 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $10.1K.
Simplex Trading first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and held it in 10 quarters.
Simplex Trading's VanEck Mortgage REIT Income ETF position peaked at $72K in Q3 2025.
91 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.