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Wetzel Investment Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-365
Closed -$4.27K – 602
2024
Q2 		$4.27K Hold
365
– – ﹤0.01% 612
2024
Q1 		$3.84K Hold
365
– – ﹤0.01% 720
2023
Q4 		$4K Buy
+365
New +$4K ﹤0.01% 730

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wetzel Investment Advisors's MORT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2024, closing a stake of 365 shares — an estimated $4.27K sold.

Wetzel Investment Advisors first reported a position in MORT in Q4 2023 and held it in 3 quarters. The position peaked at $4.27K in Q2 2024. 72 funds tracked by Wall St. Rank hold MORT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 365 VanEck Mortgage REIT Income ETF shares in Q3 2024, an estimated $4.27K.
  • Wetzel Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $4.27K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.