ZCP
MORT icon

Z3 Capital Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Z3 Capital 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 		– Sell
-13,100
Closed -$134K – 203
2026
Q1 		$134K Sell
13,100
-2,000
-13% -$21.4K 0.03% 181
2025
Q4 		$159K Buy
+15,100
New +$160K 0.04% 184

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Z3 Capital Partners's MORT Position: Q2 2026 in Review

Z3 Capital Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 13,100 shares — an estimated $134K sold.

Z3 Capital Partners first reported a position in MORT in Q4 2025 and held it in 2 quarters. The position peaked at $159K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Z3 Capital Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
  • Z3 Capital Partners sold 13,100 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $134K.
  • Z3 Capital Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2025 and held it in 2 quarters.
  • Z3 Capital Partners's VanEck Mortgage REIT Income ETF position peaked at $159K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.