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 Q2	$99.9K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triumph Capital Management's MORT Position: Q2 2026 in Review

Triumph Capital Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 13% in Q2 2026, buying an estimated $11.3K and bringing the position to 9,643 shares worth $99.9K. The position accounts for 0.02% of the portfolio, ranked #486.

Triumph Capital Management first reported a position in MORT in Q4 2023 and has held it in 8 quarters since. The position peaked at $149K in Q3 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Triumph Capital Management held 9,643 shares of VanEck Mortgage REIT Income ETF worth $99.9K as of Q2 2026.
Triumph Capital Management bought 1,100 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $11.3K.
VanEck Mortgage REIT Income ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #486 holding.
Triumph Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 8 quarters since.
Triumph Capital Management's VanEck Mortgage REIT Income ETF position peaked at $149K in Q3 2024.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.