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
2025 Q2	$725K	Sell
2025 Q1	$776K	Buy
2024 Q4	$728K	Buy
2024 Q3	$621K	Buy
2023 Q1	–	Sell
2022 Q4	$9.22K	Hold
2022 Q3	$9K	Hold
2022 Q2	$11K	Hold
2022 Q1	$13K	Sell
2021 Q4	$934K	Buy