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Spire Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Spire Wealth Management’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
2023
Q1 		– Sell
-685
Closed -$8K – 2548
2022
Q4 		$8K Hold
685
– – ﹤0.01% 1700
2022
Q3 		$8K Buy
+685
New +$9.84K ﹤0.01% 1628

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Spire Wealth Management's MORT Position: Q1 2023 in Review

Spire Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 685 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in MORT in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q4 2022. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

  • Spire Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 685 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $8K.
  • Spire Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q3 2022 and held it in 2 quarters.
  • Spire Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $8K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.