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MORTMORT
16 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in VANECK MORTGAGE REIT INCOME ETF

ENVESTNET ASSET MANAGEMENT INC holds 202,898 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $2.1M as of 2026-Q2. The position was increased (+10.7% shares). MORT represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$2.1M

Current Shares

202,898

Total Value Change

+$1.8M

Total Shares Change

+181,999

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
202,898
+10.7%
$2.1M0.0%$9.94
29
2026-Q1
Increased
183,217
+19.5%
$1.9M0.0%$10.70
31
2025-Q4
Increased
153,376
+41.7%
$1.6M0.0%$10.51
34
2025-Q3
Increased
108,218
+50.9%
$1.2M0.0%$10.02
35
2025-Q2
Increased
71,710
+5.3%
$757,2590.0%$9.58
26
2025-Q1
Decreased
68,133
-3.2%
$761,0480.0%$9.72
0
2024-Q4
Increased
70,391
+64.6%
$747,5480.0%$9.21
36
2024-Q3
Increased
42,768
+2.1%
$516,2140.0%$10.01
25
2024-Q2
Increased
41,896
+85.6%
$468,8210.0%$9.09
37
2024-Q1
New
22,571
-
$263,8550.0%$9.25
32
2023-Q4
Exited
0
-100.0%
$00.0%$9.36
0
2023-Q3
Decreased
13,126
-26.6%
$149,2470.0%$8.49
0
2023-Q2
Increased
17,890
+3.0%
$214,8580.0%$8.72
24
2023-Q1
New
17,367
-
$196,2420.0%$7.73
32
2021-Q1
Exited
0
-100.0%
$00.0%$10.96
0
2020-Q4
New
20,899
-
$350,0000.0%$9.56
33

Other major holders of MORT: IEQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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