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 $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return