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
Q3 		$302K Sell
38,629
-8,612
-18% -$83.1K ﹤0.01% 3337
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% +$43.8K ﹤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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's MORT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 18% in Q3 2026, selling an estimated $83.1K and leaving 38,629 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Wealth Enhancement Advisory Services first reported a position in MORT in Q3 2023 and has held it in 13 quarters since. The position peaked at $718K in Q4 2025. 77 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 38,629 shares of VanEck Mortgage REIT Income ETF worth $302K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 8,612 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $83.1K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3337 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $718K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.