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New York Mortgage Tr shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $474k 51k 9.38

More positions owned by Arete Wealth Advisors

Apple Equity (AAPL)
Invesco Exchange Traded Etf (RSP)
Blackrock Etf Trust Ii Etf (BINC)
Disney Walt Equity (DIS)
Nvidia Corporation Equity (NVDA)
Fidelity Merrimack Str Tr Etf (FBND)
Putnam Etf Trust Etf (PVAL)
Spdr Series Trust Etf (SPAB)
Spdr Series Trust Etf (SPYM)
Vanguard Index Fds Etf (VUG)
Ishares Tr Etf (EFV)
Amazon Equity (AMZN)
Microsoft Corp Equity (MSFT)
Alphabet Equity (GOOGL)
Spdr Series Trust Etf (BIL)

View all positions for Arete Wealth Advisors

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Mirae Asset Global Etfs Holdings
Geode Capital Management
Allspring Global Investments Holdings
Vanguard Portfolio Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust
Van Eck Associates Corp.
Morgan Stanley
Wolverine Asset Management
Vanguard Fiduciary Trust

View all funds holding New York Mortgage Tr