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 Q2	$2.07M	Sell	199,419 -21,148	-10%	-$216K	0.01%	904
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 $1.55T 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

Steward Partners Investment Advisory's MORT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 9.6% in Q2 2026, selling an estimated $216K and leaving 199,419 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #904.

Steward Partners Investment Advisory first reported a position in MORT in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.26M in Q1 2026. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Steward Partners Investment Advisory held 199,419 shares of VanEck Mortgage REIT Income ETF worth $2.07M as of Q2 2026.
Steward Partners Investment Advisory sold 21,148 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $216K.
VanEck Mortgage REIT Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #904 holding.
Steward Partners Investment Advisory first reported a position in VanEck Mortgage REIT Income ETF in Q4 2021 and has held it in 13 quarters since.
Steward Partners Investment Advisory's VanEck Mortgage REIT Income ETF position peaked at $2.26M in Q1 2026.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.