Wealthcare Advisory Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Wealthcare Advisory Partners’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	$123K	Sell	11,875 -377	-3%	-$3.86K	﹤0.01%	1056
2026 Q1	$126K	Hold	12,252	–	–	﹤0.01%	1045
2025 Q4	$129K	Sell	12,252 -8,995	-42%	-$95.1K	﹤0.01%	1041
2025 Q3	$229K	Buy	21,247 +865	+4%	+$9.31K	﹤0.01%	934
2025 Q2	$215K	Buy	20,382 +746	+4%	+$7.58K	﹤0.01%	913
2025 Q1	$219K	Buy	19,636 +1,395	+8%	+$15.6K	0.01%	844
2024 Q4	$194K	Buy	18,241 +123	+0.7%	+$1.39K	0.01%	863
2024 Q3	$219K	Buy	18,118 +4,121	+29%	+$48K	0.01%	803
2024 Q2	$157K	Buy	13,997 +1,119	+9%	+$12.4K	﹤0.01%	801
2024 Q1	$151K	Buy	12,878 +2,500	+24%	+$28.3K	﹤0.01%	781
2023 Q4	$123K	Buy	+10,378	New	+$114K	﹤0.01%	736

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

Wealthcare Advisory Partners's MORT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 3.1% in Q2 2026, selling an estimated $3.86K and leaving 11,875 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Wealthcare Advisory Partners first reported a position in MORT in Q4 2023 and has held it in 11 quarters since. The position peaked at $229K in Q3 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Wealthcare Advisory Partners held 11,875 shares of VanEck Mortgage REIT Income ETF worth $123K as of Q2 2026.
Wealthcare Advisory Partners sold 377 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $3.86K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1056 holding.
Wealthcare Advisory Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's VanEck Mortgage REIT Income ETF position peaked at $229K in Q3 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.