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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
AO
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

Triumph Capital Management's MORT Position: Q1 2026 in Review

Triumph Capital Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 21% in Q1 2026, buying an estimated $16K and bringing the position to 8,543 shares worth $87.7K. The position accounts for 0.02% of the portfolio, ranked #488.

Triumph Capital Management first reported a position in MORT in Q4 2023 and has held it in 7 quarters since. The position peaked at $149K in Q3 2024. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Triumph Capital Management held 8,543 shares of VanEck Mortgage REIT Income ETF worth $87.7K as of Q1 2026.
  • Triumph Capital Management bought 1,500 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $16K.
  • VanEck Mortgage REIT Income ETF made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #488 holding.
  • Triumph Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 7 quarters since.
  • Triumph Capital Management's VanEck Mortgage REIT Income ETF position peaked at $149K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.