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
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 $1.37T 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

Simplex Trading's MORT Position: Q1 2026 in Review

Simplex Trading increased its VanEck Mortgage REIT Income ETF (MORT) stake by 316% in Q1 2026, buying an estimated $7.99K and bringing the position to 985 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7353.

Simplex Trading first reported a position in MORT in Q3 2023 and has held it in 10 quarters since. The position peaked at $72K in Q3 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Simplex Trading held 985 shares of VanEck Mortgage REIT Income ETF worth $10.1K as of Q1 2026.
  • Simplex Trading bought 748 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $7.99K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7353 holding.
  • Simplex Trading first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and has held it in 10 quarters since.
  • Simplex Trading's VanEck Mortgage REIT Income ETF position peaked at $72K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.