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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

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

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. 9 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.
  • 9 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.