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Soltis Investment Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Soltis Investment Advisors’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 		$644K Sell
62,776
-59,901
-49% -$640K 0.04% 289
2025
Q4 		$1.29M Sell
122,677
-37,665
-23% -$398K 0.09% 189
2025
Q3 		$1.73M Buy
+160,342
New +$1.73M 0.12% 151

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

Soltis Investment Advisors's MORT Position: Q1 2026 in Review

Soltis Investment Advisors reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 49% in Q1 2026, selling an estimated $640K and leaving 62,776 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #289.

Soltis Investment Advisors first reported a position in MORT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q3 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Soltis Investment Advisors held 62,776 shares of VanEck Mortgage REIT Income ETF worth $644K as of Q1 2026.
  • Soltis Investment Advisors sold 59,901 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $640K.
  • VanEck Mortgage REIT Income ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #289 holding.
  • Soltis Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Soltis Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $1.73M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.