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 Q3	$119K	Hold	14,104	–	–	﹤0.01%	1163
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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sowell Financial Services's MORT Position: Q3 2026 in Review

Sowell Financial Services held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q3 2026 at 14,104 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Sowell Financial Services first reported a position in MORT in Q1 2025 and has held it in 7 quarters since. The position peaked at $162K in Q4 2025. 14 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

Sowell Financial Services held 14,104 shares of VanEck Mortgage REIT Income ETF worth $119K as of Q3 2026.
Sowell Financial Services left its VanEck Mortgage REIT Income ETF share count unchanged in Q3 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1163 holding.
Sowell Financial Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 7 quarters since.
Sowell Financial Services's VanEck Mortgage REIT Income ETF position peaked at $162K in Q4 2025.
14 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.