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MORTMORT
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANECK ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 38,629 shares of MORT (VANECK ETF TRUST), worth $301,692 as of 2026-Q3. The position was decreased (-18.2% shares). MORT represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$301,692

Current Shares

38,629

Total Value Change

+$86,207

Total Shares Change

+19,677

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
38,629
-18.2%
$301,6920.0%$8.10
0
2026-Q2
Unchanged
47,241
0.0%
$470,5200.0%$9.57
0
2026-Q1
Decreased
47,241
-29.2%
$470,9930.0%$9.15
0
2025-Q4
Increased
66,717
+31.4%
$717,8780.0%$9.37
31
2025-Q3
Increased
50,755
+8.3%
$528,8660.0%$8.99
26
2025-Q2
Increased
46,870
+0.0%
$497,2930.0%$8.60
24
2025-Q1
Increased
46,867
+47.2%
$523,5050.0%$8.79
33
2024-Q4
Decreased
31,836
-8.1%
$338,0990.0%$8.35
0
2024-Q3
Increased
34,631
+25.4%
$417,9950.0%$8.94
29
2024-Q2
Increased
27,609
+7.3%
$308,9480.0%$8.11
25
2024-Q1
Increased
25,730
+17.7%
$300,7890.0%$8.25
27
2023-Q4
Increased
21,855
+15.3%
$258,3240.0%$8.34
27
2023-Q3
New
18,952
-
$215,4850.0%$7.57
32

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

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