United Capital Financial Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

United Capital Financial Advisors’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
2023 Q1	–	Sell	-35,016	Closed	-$409K	–	1029
2022 Q4	$409K	Hold	35,016	–	–	﹤0.01%	798
2022 Q3	$387K	Hold	35,016	–	–	﹤0.01%	828
2022 Q2	$490K	Buy	+35,016	New	+$533K	﹤0.01%	803
2017 Q3	–	Sell	-359,578	Closed	-$8.88M	–	1332
2017 Q2	$8.88M	Buy	+359,578	New	+$8.74M	0.08%	292
2015 Q4	–	Sell	-10,612	Closed	-$218K	–	1260
2015 Q3	$218K	Buy	+10,612	New	+$229K	﹤0.01%	1139

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

United Capital Financial Advisors's MORT Position: Q1 2023 in Review

United Capital Financial Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 35,016 shares — an estimated $409K sold.

United Capital Financial Advisors first reported a position in MORT in Q3 2015 and held it in 5 quarters. The position peaked at $8.88M in Q2 2017. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

United Capital Financial Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 35,016 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $409K.
United Capital Financial Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2015 and held it in 5 quarters.
United Capital Financial Advisors's VanEck Mortgage REIT Income ETF position peaked at $8.88M in Q2 2017.
64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.