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

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

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.