Summit Financial
MORT icon

Summit Financial’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Summit Financial’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 		– Sell
-64,784
Closed -$665K – 1611
2026
Q1 		$665K Buy
+64,784
New +$692K 0.01% 917

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Summit Financial's MORT Position: Q2 2026 in Review

Summit Financial sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 64,784 shares — an estimated $665K sold.

Summit Financial first reported a position in MORT in Q1 2026 and held it in 1 quarter. The position peaked at $665K in Q1 2026. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Summit Financial reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 64,784 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $665K.
  • Summit Financial first reported a position in VanEck Mortgage REIT Income ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial's VanEck Mortgage REIT Income ETF position peaked at $665K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.