Simplex Trading
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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 90 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.
  • 90 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.