Sowell Financial Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Sowell Financial Services’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	$150K	Sell	14,624 -800	-5%	-$8.54K	0.01%	1075
2025 Q4	$162K	Buy	15,424 +1,500	+11%	+$15.9K	0.01%	1054
2025 Q3	$150K	Sell	13,924 -127	-0.9%	-$1.37K	0.01%	1024
2025 Q2	$148K	Hold	14,051	–	–	0.01%	990
2025 Q1	$157K	Buy	+14,051	New	+$157K	0.01%	951

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sowell Financial Services's MORT Position: Q1 2026 in Review

Sowell Financial Services reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 5.2% in Q1 2026, selling an estimated $8.54K and leaving 14,624 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1075.

Sowell Financial Services first reported a position in MORT in Q1 2025 and has held it in 5 quarters since. The position peaked at $162K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Sowell Financial Services held 14,624 shares of VanEck Mortgage REIT Income ETF worth $150K as of Q1 2026.
Sowell Financial Services sold 800 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $8.54K.
VanEck Mortgage REIT Income ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #1075 holding.
Sowell Financial Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 5 quarters since.
Sowell Financial Services's VanEck Mortgage REIT Income ETF position peaked at $162K in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.