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Mortgage Reit Index real shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $91k 4.2k 21.47
2025-06-30 $94k 4.2k 22.13

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Mortgage Reit Index real

Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
Morgan Stanley
Bank of New York Mellon
Bank of America Corporation
Advisor Group Holdings
Evergreen Capital Management
LPL Financial
AdvisorNet Financial
Citadel Advisors
Susquehanna International
Foundations Investment Advisors
VisionPoint Advisory Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding Mortgage Reit Index real