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

WealthPLAN 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
2021 Q3	–	Sell	-10,918	Closed	-$208K	–	385
2021 Q2	$208K	Hold	10,918	–	–	0.01%	339
2021 Q1	$210K	Hold	10,918	–	–	0.02%	313
2020 Q4	$189K	Hold	10,918	–	–	0.02%	317
2020 Q3	$162K	Sell	10,918 -1,678	-13%	-$23.1K	0.02%	298
2020 Q2	$178K	Buy	+12,596	New	+$148K	0.02%	289
2016 Q3	$13.5K	Hold	641	–	–	﹤0.01%	553
2016 Q2	$13.8K	Buy	+641	New	+$13.2K	﹤0.01%	1595
2015 Q4	$12.5K	Buy	+641	New	+$12.9K	﹤0.01%	1081

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

CAN

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

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WealthPLAN Partners's MORT Position: Q3 2021 in Review

WealthPLAN Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2021, closing a stake of 10,918 shares — an estimated $208K sold.

WealthPLAN Partners first reported a position in MORT in Q4 2015 and held it in 8 quarters. The position peaked at $210K in Q1 2021. 58 funds tracked by Wall St. Rank hold MORT as of Q3 2021.

WealthPLAN Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2021 after selling out during the quarter.
WealthPLAN Partners sold 10,918 VanEck Mortgage REIT Income ETF shares in Q3 2021, an estimated $208K.
WealthPLAN Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2015 and held it in 8 quarters.
WealthPLAN Partners's VanEck Mortgage REIT Income ETF position peaked at $210K in Q1 2021.
58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2021.

Based on WealthPLAN Partners's 13F filing for Q3 2021, filed 9 Dec 2021.