Stratos Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Stratos Wealth Advisors’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
2021 Q3	–	Sell	-37,469	Closed	-$744K	–	547
2021 Q2	$744K	Sell	37,469 -4,227	-10%	-$82.1K	0.07%	287
2021 Q1	$790K	Buy	41,696 +5,803	+16%	+$103K	0.08%	248
2020 Q4	$601K	Buy	35,893 +17,634	+97%	+$270K	0.08%	222
2020 Q3	$254K	Buy	+18,259	New	+$252K	0.06%	273

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stratos Wealth Advisors's MORT Position: Q3 2021 in Review

Stratos Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2021, closing a stake of 37,469 shares — an estimated $744K sold.

Stratos Wealth Advisors first reported a position in MORT in Q3 2020 and held it in 4 quarters. The position peaked at $790K in Q1 2021. 58 funds tracked by Wall St. Rank hold MORT as of Q3 2021.

Stratos Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2021 after selling out during the quarter.
Stratos Wealth Advisors sold 37,469 VanEck Mortgage REIT Income ETF shares in Q3 2021, an estimated $744K.
Stratos Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2020 and held it in 4 quarters.
Stratos Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $790K in Q1 2021.
58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2021.

Based on Stratos Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.