Avantra Family Wealth’s iShares Securitized Income Active ETF SECU Stock Holding History

Avantra Family Wealth’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 Q2	$347K	Buy	+6,958	New	+$346K	0.22%	128

Other funds holding SECU

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Avantra Family Wealth's SECU Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 6,958 shares worth $347K. The stake represents 0.22% of the portfolio and ranks #128 among its holdings.

37 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

Avantra Family Wealth held 6,958 shares of iShares Securitized Income Active ETF worth $347K as of Q2 2026.
iShares Securitized Income Active ETF was a new Avantra Family Wealth position in Q2 2026.
iShares Securitized Income Active ETF made up 0.22% of Avantra Family Wealth's portfolio in Q2 2026, its #128 holding.
37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.