TCM
MORT icon

Tradewinds Capital Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Tradewinds Capital Management’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 		– Sell
-4
Closed -$41 – 678
2025
Q1 		$41 Buy
+4
New +$45 ﹤0.01% 650

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tradewinds Capital Management's MORT Position: Q2 2025 in Review

Tradewinds Capital Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 4 shares — an estimated $41 sold.

Tradewinds Capital Management first reported a position in MORT in Q1 2025 and held it in 1 quarter. The position peaked at $41 in Q1 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • Tradewinds Capital Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 4 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $41.
  • Tradewinds Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and held it in 1 quarter.
  • Tradewinds Capital Management's VanEck Mortgage REIT Income ETF position peaked at $41 in Q1 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.