AssetMark Inc
SECU icon

AssetMark Inc’s iShares Securitized Income Active ETF SECU Stock Holding History

AssetMark Inc’s Portfolio SECU Stock Details SECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.3M Buy
314,516
+70,702
+29% +$3.49M 0.03% 460
2026
Q2 		$12.2M Buy
+243,814
New +$12.1M 0.02% 510

Other funds holding SECU

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc's SECU Position: Q3 2026 in Review

AssetMark Inc increased its iShares Securitized Income Active ETF (SECU) stake by 29% in Q3 2026, buying an estimated $3.49M and bringing the position to 314,516 shares worth $15.3M. The position accounts for 0.03% of the portfolio, ranked #460.

AssetMark Inc first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • AssetMark Inc held 314,516 shares of iShares Securitized Income Active ETF worth $15.3M as of Q3 2026.
  • AssetMark Inc bought 70,702 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $3.49M.
  • iShares Securitized Income Active ETF made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #460 holding.
  • AssetMark Inc first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.