Wealth Enhancement Advisory Services
MORT icon

Wealth Enhancement Advisory Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Wealth Enhancement Advisory Services’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 		$471K Hold
47,241
– – ﹤0.01% 2742
2026
Q1 		$471K Sell
47,241
-19,476
-29% -$208K ﹤0.01% 2364
2025
Q4 		$718K Buy
66,717
+15,962
+31% +$169K ﹤0.01% 2196
2025
Q3 		$529K Buy
50,755
+3,885
+8% +$41.8K ﹤0.01% 2323
2025
Q2 		$497K Buy
46,870
+3
+0% +$30 ﹤0.01% 2234
2025
Q1 		$524K Buy
46,867
+15,031
+47% +$168K ﹤0.01% 2030
2024
Q4 		$338K Sell
31,836
-2,795
-8% -$31.5K ﹤0.01% 2285
2024
Q3 		$418K Buy
34,631
+7,022
+25% +$81.8K ﹤0.01% 1947
2024
Q2 		$309K Buy
27,609
+1,879
+7% +$20.8K ﹤0.01% 1964
2024
Q1 		$301K Buy
25,730
+3,875
+18% +$43.9K ﹤0.01% 1919
2023
Q4 		$258K Buy
21,855
+2,903
+15% +$31.8K ﹤0.01% 1917
2023
Q3 		$215K Buy
+18,952
New +$224K ﹤0.01% 1957

Other funds holding MORT

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's MORT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 47,241 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Wealth Enhancement Advisory Services first reported a position in MORT in Q3 2023 and has held it in 12 quarters since. The position peaked at $718K in Q4 2025. 9 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 47,241 shares of VanEck Mortgage REIT Income ETF worth $471K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2742 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $718K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.