Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

MORTMORT
14 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANECK ETF TRUST

Steward Partners Investment Advisory, LLC holds 199,419 shares of MORT (VANECK ETF TRUST), worth $2.1M as of 2026-Q2. The position was decreased (-9.6% shares). MORT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.1M

Current Shares

199,419

Total Value Change

+$1.1M

Total Shares Change

+147,442

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
199,419
-9.6%
$2.1M0.0%$9.57
0
2026-Q1
Increased
220,567
+52.0%
$2.3M0.0%$9.15
36
2025-Q4
Increased
145,104
+78.5%
$1.5M0.0%$9.37
39
2025-Q3
Increased
81,270
+18.3%
$875,2790.0%$8.99
29
2025-Q2
Decreased
68,681
-1.1%
$725,2690.0%$8.60
0
2025-Q1
Increased
69,446
+1.3%
$775,7160.0%$8.79
25
2024-Q4
Increased
68,563
+33.2%
$728,1390.0%$8.35
32
2024-Q3
New
51,470
-
$621,2430.0%$8.94
34
2023-Q1
Exited
0
-100.0%
$00.0%$7.04
0
2022-Q4
Unchanged
790
0.0%
$9,2190.0%$7.27
0
2022-Q3
Unchanged
790
0.0%
$9,0000.0%$6.41
0
2022-Q2
Unchanged
790
0.0%
$11,0000.0%$7.94
0
2022-Q1
Decreased
790
-98.5%
$13,0000.0%$9.46
0
2021-Q4
New
51,977
-
$934,0000.0%$9.95
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used