AIM
SECR

Advyzon Investment Management’s IQ MacKay Securitized Income ETF SECR Stock Holding History

Advyzon Investment Management’s Portfolio SECR Stock Details SECR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,966
Closed -$366K – 608
2025
Q3 		$366K Buy
13,966
+157
+1% +$4.08K 0.06% 281
2025
Q2 		$361K Buy
+13,809
New +$357K 0.08% 233

Other funds holding SECR

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advyzon Investment Management's SECR Position: Q4 2025 in Review

Advyzon Investment Management sold out of IQ MacKay Securitized Income ETF (SECR) in Q4 2025, closing a stake of 13,966 shares — an estimated $366K sold.

Advyzon Investment Management first reported a position in SECR in Q2 2025 and held it in 2 quarters. The position peaked at $366K in Q3 2025. 8 funds tracked by Wall St. Rank hold SECR as of Q4 2025.

  • Advyzon Investment Management reported no remaining IQ MacKay Securitized Income ETF position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 13,966 IQ MacKay Securitized Income ETF shares in Q4 2025, an estimated $366K.
  • Advyzon Investment Management first reported a position in IQ MacKay Securitized Income ETF in Q2 2025 and held it in 2 quarters.
  • Advyzon Investment Management's IQ MacKay Securitized Income ETF position peaked at $366K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held IQ MacKay Securitized Income ETF as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.