Steward Partners Investment Advisory’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Steward Partners Investment Advisory’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	$2.26M	Buy	220,567 +75,463	+52%	+$806K	0.01%	810
2025 Q4	$1.53M	Buy	145,104 +63,834	+79%	+$675K	0.01%	891
2025 Q3	$875K	Buy	81,270 +12,589	+18%	+$136K	0.01%	1105
2025 Q2	$725K	Sell	68,681 -765	-1%	-$7.77K	0.01%	1127
2025 Q1	$776K	Buy	69,446 +883	+1%	+$9.89K	0.01%	1014
2024 Q4	$728K	Buy	68,563 +17,093	+33%	+$192K	0.01%	990
2024 Q3	$621K	Buy	+51,470	New	+$600K	0.01%	1025
2023 Q1	–	Sell	-790	Closed	-$9.22K	–	3382
2022 Q4	$9.22K	Hold	790	–	–	﹤0.01%	2566
2022 Q3	$9K	Hold	790	–	–	﹤0.01%	2579
2022 Q2	$11K	Hold	790	–	–	﹤0.01%	2492
2022 Q1	$13K	Sell	790 -51,187	-98%	-$877K	﹤0.01%	2555
2021 Q4	$934K	Buy	+51,977	New	+$984K	0.01%	722

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's MORT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VanEck Mortgage REIT Income ETF (MORT) stake by 52% in Q1 2026, buying an estimated $806K and bringing the position to 220,567 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #810.

Steward Partners Investment Advisory first reported a position in MORT in Q4 2021 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Steward Partners Investment Advisory held 220,567 shares of VanEck Mortgage REIT Income ETF worth $2.26M as of Q1 2026.
Steward Partners Investment Advisory bought 75,463 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $806K.
VanEck Mortgage REIT Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #810 holding.
Steward Partners Investment Advisory first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.