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 Q2	$146K	Sell	14,104 -520	-4%	-$5.32K	﹤0.01%	1117
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 $1.55T AUM 33.47% 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

PCP

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

ATPW

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's MORT Position: Q2 2026 in Review

Sowell Financial Services reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 3.6% in Q2 2026, selling an estimated $5.32K and leaving 14,104 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Sowell Financial Services first reported a position in MORT in Q1 2025 and has held it in 6 quarters since. The position peaked at $162K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Sowell Financial Services held 14,104 shares of VanEck Mortgage REIT Income ETF worth $146K as of Q2 2026.
Sowell Financial Services sold 520 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $5.32K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1117 holding.
Sowell Financial Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's VanEck Mortgage REIT Income ETF position peaked at $162K in Q4 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.