Sowell Financial Services LLC MORT — VANECK ETF TRUST

Ownership history in Sowell Financial Services LLC  ·  6 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported VANECK ETF TRUST (MORT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows MORT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MORT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MORT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MORT stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held MORT — position size vs. price
% of Fund (quarterly)    MORT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 14,104 -520 -3.6% 0.00% $146K 2026-07-20 $9.85
2026 Q1 REDUCED 5.2% +4.3% ❌ 14,624 -800 -5.2% 0.01% $150K 2026-04-20 $10.10
2025 Q4 ADDED — — — 15,424 +1,500 +10.8% 0.01% $162K 2026-01-21 $10.37
2025 Q3 REDUCED — — — 13,924 -127 -0.9% 0.01% $150K 2025-10-17 $9.32
2025 Q2 UNCHANGED — — — 14,051 — 0% 0.01% $148K 2025-07-14 $9.15
2025 Q1 INITIATED — — — 14,051 — — 0.01% $157K 2025-04-17 $8.10

🏢 Other funds also holding MORT

As of 2026 Q2 — sorted by position size

Marshall & Sterling Wealth Advisors Inc. 0.2% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.04% Triumph Capital Management 3Y 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.01% Investors Research Corp 3Y 7Y 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.0% Aspect Partners, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% COUNTRY TRUST BANK 3Y 7Y 0.0%

FAQ About Sowell Financial Services LLC and MORT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning MORT?

Sowell Financial Services LLC reported MORT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MORT position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for MORT was 0.01% in 2025 Q1.

What is the latest reported MORT position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 14,104 shares, equal to 0.00% of portfolio, with an estimated market value of $146K.

What does the chart on this MORT ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly MORT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sowell Financial Services LLC time their MORT position?

Based on 13F filing dates vs. subsequent MORT price moves, Sowell Financial Services LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MORT relative to SPY over the holding period was -12.1%.

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