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Westend Capital Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Westend Capital Management’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
2025
Q2 		– Sell
-87
Closed -$972 – 243
2025
Q1 		$972 Hold
87
– – ﹤0.01% 202
2024
Q4 		$924 Sell
87
-1,548
-95% -$17.4K ﹤0.01% 208
2024
Q3 		$19.7K Hold
1,635
– – 0.01% 99
2024
Q2 		$17.6K Sell
1,635
-207
-11% -$2.29K 0.01% 91
2024
Q1 		$21.5K Buy
+1,842
New +$20.8K 0.01% 94

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westend Capital Management's MORT Position: Q2 2025 in Review

Westend Capital Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 87 shares — an estimated $972 sold.

Westend Capital Management first reported a position in MORT in Q1 2024 and held it in 5 quarters. The position peaked at $21.5K in Q1 2024. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

  • Westend Capital Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
  • Westend Capital Management sold 87 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $972.
  • Westend Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 5 quarters.
  • Westend Capital Management's VanEck Mortgage REIT Income ETF position peaked at $21.5K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Westend Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.