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 Q1	$665K	Buy	+64,784	New	+$692K	0.01%	917

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Summit Financial's MORT Position: Q1 2026 in Review

Summit Financial opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q1 2026: 64,784 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #917 among its holdings.

85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Summit Financial held 64,784 shares of VanEck Mortgage REIT Income ETF worth $665K as of Q1 2026.
VanEck Mortgage REIT Income ETF was a new Summit Financial position in Q1 2026.
VanEck Mortgage REIT Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #917 holding.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.