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MORTMORT
12 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 47,241 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $470,520 as of 2026-Q2. MORT represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$470,520

Current Shares

47,241

Total Value Change

+$255,035

Total Shares Change

+28,289

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
47,241
0.0%
$470,5200.0%$9.94
0
2026-Q1
Decreased
47,241
-29.2%
$470,9930.0%$10.70
0
2025-Q4
Increased
66,717
+31.4%
$717,8780.0%$10.51
31
2025-Q3
Increased
50,755
+8.3%
$528,8660.0%$10.02
26
2025-Q2
Increased
46,870
+0.0%
$497,2930.0%$9.58
24
2025-Q1
Increased
46,867
+47.2%
$523,5050.0%$9.72
33
2024-Q4
Decreased
31,836
-8.1%
$338,0990.0%$9.21
0
2024-Q3
Increased
34,631
+25.4%
$417,9950.0%$10.01
29
2024-Q2
Increased
27,609
+7.3%
$308,9480.0%$9.09
25
2024-Q1
Increased
25,730
+17.7%
$300,7890.0%$9.25
27
2023-Q4
Increased
21,855
+15.3%
$258,3240.0%$9.36
27
2023-Q3
New
18,952
-
$215,4850.0%$8.49
32

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

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