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

Triumph 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
2026 Q3	$85.3K	Buy	10,143 +500	+5%	+$4.82K	0.01%	537
2026 Q2	$100K	Buy	9,643 +1,100	+13%	+$11.3K	0.02%	486
2026 Q1	$87.7K	Buy	8,543 +1,500	+21%	+$16K	0.02%	488
2025 Q4	$74K	Buy	+7,043	New	+$74.4K	0.02%	511
2025 Q2	–	Sell	-13,013	Closed	-$145K	–	302
2025 Q1	$145K	Hold	13,013	–	–	0.05%	268
2024 Q4	$138K	Buy	13,013 +640	+5%	+$7.2K	0.05%	268
2024 Q3	$149K	Sell	12,373 -223	-2%	-$2.6K	0.05%	258
2024 Q2	$141K	Buy	+12,596	New	+$139K	0.06%	236
2024 Q1	–	Sell	-11,012	Closed	-$130K	–	247
2023 Q4	$130K	Buy	+11,012	New	+$121K	0.06%	209

Other funds holding MORT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Integras Partners Alpharetta, Georgia $180M AUM 18.89% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Triumph Capital Management's MORT Position: Q3 2026 in Review

Triumph Capital Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 5.2% in Q3 2026, buying an estimated $4.82K and bringing the position to 10,143 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #537.

Triumph Capital Management first reported a position in MORT in Q4 2023 and has held it in 9 quarters since. The position peaked at $149K in Q3 2024. 44 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

Triumph Capital Management held 10,143 shares of VanEck Mortgage REIT Income ETF worth $85.3K as of Q3 2026.
Triumph Capital Management bought 500 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $4.82K.
VanEck Mortgage REIT Income ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #537 holding.
Triumph Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 9 quarters since.
Triumph Capital Management's VanEck Mortgage REIT Income ETF position peaked at $149K in Q3 2024.
44 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.