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

SVB Wealth’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
2023
Q2 		– Sell
-34,400
Closed -$389K – 972
2023
Q1 		$389K Hold
34,400
– – 0.01% 619
2022
Q4 		$401K Buy
+34,400
New +$413K 0.01% 623

Other funds holding MORT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

SVB Wealth's MORT Position: Q2 2023 in Review

SVB Wealth sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2023, closing a stake of 34,400 shares — an estimated $389K sold.

SVB Wealth first reported a position in MORT in Q4 2022 and held it in 2 quarters. The position peaked at $401K in Q4 2022. 55 funds tracked by Wall St. Rank hold MORT as of Q2 2023.

  • SVB Wealth reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 34,400 VanEck Mortgage REIT Income ETF shares in Q2 2023, an estimated $389K.
  • SVB Wealth first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and held it in 2 quarters.
  • SVB Wealth's VanEck Mortgage REIT Income ETF position peaked at $401K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.